Home Market Outlook Today's Market Summary AI-driven energy and compute bottlenecks threaten US productivity gains, as data center power demand projected to more than double by 2030. US energy production has stagnated, creating a 50% infrastructure deficit as AI demand surges, while China’s energy capacity now far outpaces America’s. High energy prices risk long-term inflation, higher rates, and could undermine US dominance in AI, potentially triggering an equity market reset. I remain bullish on AI’s future, expecting technological evolution and political will to address bottlenecks, though risks of an AI bubble persist. J Studios/DigitalVision via Getty Images As an AI bull , bottlenecks in energy and “compute” (i.e. processing power ) are at the moment the single largest worry I have in regards to the AI race, as they directly impact the ability Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO, QQQ either through stock ownership, options, or other derivatives.…