n this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down what could become the next major bottleneck in the AI boom—and why it matters for investors right now.

As markets push toward new highs and AI continues to dominate the narrative, the conversation shifts from hype to reality: what’s actually limiting growth? From infrastructure constraints and compute demand to scaling challenges across the enterprise, Daniel and Shay dig into the critical pressure points that could shape the next phase of AI adoption.

They also revisit recent market calls, discuss where capital is flowing, and highlight the sectors and companies best positioned to benefit—or get left behind—as AI evolves. If you're trying to stay ahead of the AI trade and understand what comes next, this episode delivers clear, actionable insight.