Artificial intelligence buildout is a major demand-side dynamic that Bridgewater has been tracking since 2012, with key inflection in 2024 (when they assessed it as 'a bet on science' with bubble risk ahead) and 2025 (shift to resource grab phase).
factualpending
Speaker
Adlai StevensonEvidence Quote
“since back in 2012...it was back in 2024...in 2025, we discussed the resource grab phase”
Source
Pulitzer Prize Winner Dan Yergin: How War Is Reshaping the Energy Map, and the Race to Power AI— Bridgewater AssociatesCreated: 8/12/2026, 6:02:36 PM
My Notes
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