AI Supercycle

Extracted Attributes

• Definition

  A lengthy period of persistent growth, intense investment, and rapid development in artificial intelligence, driving exponential technological disruption and economic transformation.

• Key Drivers

  Production of high-performance semiconductors, building and operating AI-enabled applications and datacenters, and increased AI infrastructure budgets for data centers and chips.

• Current Stage

  Early stages, approximately three to four years into the supercycle.

• Economic Impact

  Reshaping career trajectories, potential job displacement balanced by creation of new job categories, virtuous productivity cycle leading to lower labor costs, less inflation, higher GDP growth, and lower budget deficits.

• Projected Duration

  15 to 20 years, potentially lasting decades.

• Associated Concerns

  Potential AI bubble, market fears, short-term job displacement, geopolitical AI race, and challenges in AI regulation.

• Economic Contribution

  Projected to contribute up to $15.7 trillion to the global economy by 2025.

Timeline

• VistaShares Investment Committee publishes an article titled 'Unlocking the Full Potential of the AI Supercycle™', discussing AI as a long-term trend disrupting economic models. (Source: web_search_results)

  2024-10-29

• Gennaro Cuofano publishes the article 'Navigating The AI Supercycle [Video Version]', highlighting its role in reshaping career trajectories and transforming the global economy. (Source: web_search_results)

  2025-01-18

• Nicholas Mitsakos publishes 'The AI Supercycle', discussing AI's role in driving technological disruption and economic transformation, projecting a $15.7 trillion contribution to the global economy by 2025. (Source: web_search_results)

  2025-07-02

• Hedge fund manager Philippe Lafont delivers a keynote speech, stating that AI is still in the early stages of a supercycle and is expected to drive a virtuous productivity cycle. (Source: web_search_results)

  2025-07-02

• Raj Ganguly, co-founder and co-CEO of B Capital, states on CNBC's 'Beyond the Valley' podcast that AI is in the early part of a 'super cycle' that could last 20 years and will profoundly change the world. (Source: web_search_results)

  2025-09-26

• The All-In Podcast hosts David Sacks, Jason Calacanis, and Chamath Palihapitiya, joined by Brad Gerstner, discuss OpenAI's controversial $1.4 trillion spending commitments, intensifying market fears of an AI bubble and impacting tech stock prices. (Source: related_documents)

  Unknown

• OpenAI's CFO, Sarah Frier, mentions a desire for a 'Federal backstop for AI' in the Wall Street Journal, a remark later walked back after being perceived as a bailout request. (Source: related_documents)

  Unknown

• Nvidia CEO Jensen Huang warns that China could win the geopolitical AI Race due to its centralized approach to AI regulation, contrasting with the US's fragmented state-level regulations. (Source: related_documents)

  Unknown

Brad Gerstner

Bradley Thomas Gerstner (born May 4, 1971) is an American entrepreneur, investor, venture capitalist, hedge fund manager, and podcaster. He is the founder, chairman, and CEO of Altimeter Capital. Gerstner appeared on the 2022 Forbes Midas List after his firm's successful investments in Snowflake and Grab. He co-hosts BG2Pod, a bi-weekly podcast on tech, markets, investing, and capitalism, alongside venture capitalist Bill Gurley. In 2025, he founded the Invest America Foundation, which helped advance the Invest America Act—federal legislation that created $1,000 tax-advantaged investment accounts for every child born between 2025 and 2028.

Web Search Results

• Unlocking the Full Potential of the AI Supercycle™ - VistaShares

  The BITA VistaShares Artificial Intelligence Supercycle Index is a rules-based composite index that tracks the market performance of companies, listed on global stock exchanges, that derive their revenues from producing high-performance semiconductors, and building and operating AI-enabled applications and datacenters. [...] Skip to content Insights > Article ### 29 Oct 2024 # Unlocking the Full Potential of the AI Supercycle™ ### VistaShares Investment Committee Artificial intelligence (AI) is one of today’s most interesting investment themes with a significant runway for growth. That’s why we designate AI as one of our Supercycles™—long-term trends that can last decades, disrupting current economic models through technological advancement. [...] VistaShares AI Supercycle™ ETF (AIS) is designed to provide exposure to profit pools within the AI and data center supply chain, not just consumer facing applications.

• Navigating The AI Supercycle [Video Version]

  Perhaps most intriguingly, the AI Supercycle is reshaping career trajectories. Technical professionals can accelerate their growth dramatically, potentially achieving senior positions in 2-3 years rather than the traditional decade-long path. However, this requires a builder's mindset – constantly experimenting with new tools and creating practical applications. [...] # The Business Engineer Playback speed Share post Share post at current time Share from 0:00 0:00 ## Navigating The AI Supercycle [Video Version] Gennaro Cuofano Jan 18, 2025 ∙ Paid 40 8 Share) The AI Supercycle represents a fundamental transformation of the global economy, distinct from any technological shift we've seen before. [...] The short-term impact of this transformation may seem alarming, particularly as AI begins to replace certain job functions. However, just as the microchip eventually created more jobs than it displaced, the AI Supercycle will likely generate entirely new categories of work we cannot yet envision yet. ## Recap: In This Issue! #### The AI Supercycle Overview

• The AI Supercycle. Artificial intelligence is driving…

  Disruption and Transformation A new supercycle in artificial intelligence is underway, driving exponential technological disruption and economic transformation. This supercycle is fundamentally reshaping industries, business models, and workforce structures at a rapid pace, with AI projected to contribute up to $15.7 trillion to the global economy by 2025. It’s still early. [...] Sitemap Open in app Sign in Sign in # The AI Supercycle Nicholas Mitsakos 4 min readJul 2, 2025 Artificial intelligence is driving technological disruption and economic transformation. It is a unique opportunity and, like PCs, the Internet, mobile, and cloud computing before it, AI is driving a new supercycle. It’s Still Early [...] The market moves quickly, and the mix of winners can change, but the long-term cycle will create long-term investment opportunities. ## Get Nicholas Mitsakos’s stories in your inbox Join Medium for free to get updates from this writer. Capex is a Strategic Weapon Large technology companies​ continually increase their AI infrastructure budgets to expand data centers and acquire chips for training and serving AI models.

• We're in an AI 'super cycle,' top investor says — and it could last 20 ...

  "We're in the very early stages, the third or fourth year of this AI super cycle. And it's probably a 20-year super cycle. Maybe it's a 15-year super cycle, but it is going to change the world," Ganguly said. A super cycle is commonly defined as a lengthy period of persistent growth in a market. The AI super cycle will "change the world in every aspect," Ganguly said, such as in how drugs are developed or in the jobs market, which will see "profound changes," he added. watch now [...] Lucy Handley@in/lucy-handley-b2b0a61a/@lucyhandley WATCH LIVE Key Points The AI super cycle will "change the world in every aspect," B Capital's Raj Ganguly told CNBC's "Beyond the Valley" podcast. A super cycle is commonly defined as a lengthy period of persistent growth in a market. Since the launch of ChatGPT almost three years ago, companies have poured billions of dollars into the technology. [...] Artificial intelligence is in the early part of a "super cycle" that could last 20 years, according to a top investor. Raj Ganguly, co-founder and co-CEO of venture capital firm B Capital, told CNBC's "Beyond the Valley" podcast released Friday that AI is going to have a huge, global impact in the coming years.

• The AI Super Cycle Is Just Beginning - Quentinvest

  > AI Is Still in Early Stages. Laffont said we are still at the beginning of an AI supercycle, which is just three years old. There’s a major technology trend every 10 years or so, he noted, from PCs to mobile internet to cloud and now AI. “Fundamentally, as a tech investor, you look for these big waves,” Laffont said. “We’re pretty excited about AI.” > [...] > He expects AI to drive a virtuous productivity cycle, leading to lower labor costs, less inflation, higher GDP growth, and lower budget deficits. The U.S. has brighter days ahead, according to Laffont. > > Dow Jones Newswires, 2 July 2025 (Keynote speech by hedge fund manager, Philippe Lafont)