I mean, we're just at the beginning of a wave that's probably going to last at least a decade.View on YouTube
As of November 30, 2025, we are less than two years into the 10‑year window (2024–2034) specified by the prediction, so it is not yet possible to determine whether the duration claim (“at least a decade”) is correct.
Empirically, the AI‑driven infrastructure and application boom is still very much underway:
- Global data center GPU and AI infrastructure spending is growing rapidly and is forecast to keep expanding through at least 2030, driven by AI/ML workloads, cloud services, and GPUs/accelerators. (globenewswire.com)
- Major cloud service providers (AWS, Microsoft, Google, Meta, Oracle, Tencent, Alibaba, Baidu) are dramatically increasing CapEx, with projections of $420B+ in 2025 and $520B in 2026, largely to fund GPU servers and AI data centers. (iconnect007.com)
- Data center investments overall surged to about $455B in 2024 and are expected to continue rising, with hyperscalers’ CapEx heavily driven by AI infrastructure. (ciodive.com)
- Server and AI accelerator forecasts show strong growth at least into 2026, with high‑end GPU server volumes and ASIC accelerators both expanding to serve AI applications. (investing.com)
These data points support the near‑term part of the thesis that an AI‑driven GPU/cloud data center wave is underway and still expanding. However, the prediction is about this wave continuing through at least 2034. Long‑range market forecasts out to ~2030 are positive but inherently uncertain and do not conclusively validate a full decade‑long boom.
Because the end date (2034) is still almost nine years away and no clear evidence yet contradicts or confirms sustained growth over that whole period, the correct evaluation at this time is “inconclusive (too early)”.