Energy Wars and AI Bubble Collide as System Reaches Physical Limits

Date: 28.07.2026

💥 The physical backend is screaming: energy choke points (Hormuz, Red Sea, Caspian) are being squeezed simultaneously, while China’s semiconductor independence accelerates the decoupling of tech supply chains.

💸 The AI bubble is a frontend distraction—Nvidia financing OpenAI to build data centers is a circular cash cycle that creates no new megawatts, only burning through liquidity.