BofA Analyst Cautions AI Surge Requires 'More Space' Than Singapore and 'More Energy' Than Japan Due to Significant Growth Constraints
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
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Should l Buy QTUM?
Source: Benzinga
AI Growth and Infrastructure Challenges: The rapid expansion of artificial intelligence (AI) is projected to require a 50% increase in data center capacity within a year, demanding significant land and energy resources, which could create major bottlenecks in development.
Broader Potential of AI: Haim Israel from Bank of America emphasizes that the current focus on superficial AI applications overlooks its transformative potential in areas like drug discovery and climate modeling, urging a shift towards recognizing AI's broader societal impact.
Resource Demands of AI: The AI boom is escalating the need for natural resources, including water, as applications like ChatGPT consume significant amounts, highlighting the urgency for sustainable energy strategies to support technological advancements.
Quantum Computing's Impact: Israel predicts that quantum computing will surpass classical computing sooner than expected, intensifying the demand for computational resources and further complicating the infrastructure challenges associated with rapid technological progress.
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Analyst Views on QTUM
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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