Jensen Huang's warning about skyrocketing AI compute demand is hitting different now that people are actually paying attention. The Nvidia CEO has been calling out the explosion in processing power needed to run serious AI workloads, and honestly, it tracks with what we're seeing in the market.

But here's where it gets interesting—Daniel Newman, head of Futurum, took that sentiment further. His take? We're genuinely only 1% into this AI revolution. Think about that for a second. If compute demand is already becoming a bottleneck now, imagine what happens when we're at 5%, 10%, or even 50% adoption across industries.

This matters beyond just the tech headlines. The infrastructure race for computing power, energy consumption, and hardware scaling is going to define the next decade. Whether you're watching GPU markets, power grid investments, or even blockchain infrastructure development, the runway ahead is massive. We're still in the early innings, and the capacity constraints everyone's talking about now might be just the beginning.