Kong CEO Sees AI Infrastructure Boom Outlasting Bubble Fears
Kong CEO Augusto Marietti acknowledges the AI sector may be heading for a bubble but argues the massive infrastructure investments will ultimately prove necessary. He compares current spending to 19th century railroad construction that initially seemed excessive but became essential. Energy constraints remain the primary bottleneck for AI scaling, according to industry leaders.
The Infrastructure Bet Behind AI’s Growth
Despite growing concerns about an AI investment bubble, industry leaders are betting that today’s massive infrastructure spending will pay off long-term, even if some companies falter along the way. Kong CEO Augusto “Aghi” Marietti recently told Business Insider that while a market correction seems inevitable, the underlying infrastructure being built will remain critical to the technology’s future.