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Conceptual flat lay featuring a napkin sketch of a human brain merging with digital circuits, surrounded by a yellow hard hat, submarine models, a Seabees patch, and computer chips.

The AI Bubble's Biggest Signal: Why Herd Mentality is the Cognitive Trap Killing Investment Strategy

Is the AI Bubble 2025 real? Tony Grayson (former SVP Oracle) explores the leadership psychology behind the $600B spending gap, covering herd mentality, Action Bias, and why we mistake market momentum for fundamentals.

Tony Grayson

Dec 1, 20258 min read

Aerial view of the failed Kemper Project construction site, illustrating the risks of massive capital expenditure (CapEx) on unproven technology. A cautionary tale for current AI infrastructure investment and data center scaling.

Is AI Infrastructure Overbuilt? An Operator's View on the $100B Gamble

Are your AI investments ignoring physics? Tony Grayson (former Submarine Commander and SVP Oracle) discusses how to avoid The Kemper Trap—where timeline pressure overrides engineering reality—and build resilient infrastructure.

Tony Grayson

Nov 25, 20258 min read

Nvidia headquarters building with financial chart overlay, illustrating the disconnect between reported stock growth and the risks of circular vendor financing in the AI infrastructure market.

The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble

Is the AI bubble bursting? Former Oracle SVP Tony Grayson exposes the collision of physics and finance: why 120kW cooling limits and $18B debt loads create inevitable data center obsolescence.

Tony Grayson

Nov 20, 20257 min read

Exterior low-angle view of the Bank of England in London with flag and clock, symbolizing the central bank's warning regarding the AI debt bubble and stretched equity valuations.

The AI Debt Bubble 2025: Is "Shadow Debt" the Next 2008 Crisis?

Is an AI market correction coming? Tony Grayson explores the risks of Data Center SPVs, SASB financing, and the $800 billion gap between AI infrastructure spending and revenue. Focus Keyword: AI Debt Bubble

THE CONTROL ROOM

Where strategic experience meets the future of innovation.

The AI Bubble's Biggest Signal: Why Herd Mentality is the Cognitive Trap Killing Investment Strategy

Is AI Infrastructure Overbuilt? An Operator's View on the $100B Gamble

The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble

The AI Debt Bubble 2025: Is "Shadow Debt" the Next 2008 Crisis?

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