AI Race Is An Ultra Marathon, Not A Sprint
Source: SeekingAlpha
2026-05-23 08:00:00 ET
The AI race is more of an ultramarathon, or triathlon, than a sprint. The story of the AI investment thematic had largely been an ‘Nvidia’s ascent’ story. It was the most simple way to observe the rise of investments connected to AI. Frontier modelmakers OpenAI (OPENAI) and Anthropic (ANTHRO) were not public yet. The AI infrastructure buildout gained outsized attention in 2025, with summits about powering AI. I attended some of these groundbreaking conferences and spoke at a Texas data center boom event....
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AI Race Is An Ultra Marathon, Not A Sprint
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