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You Don’t Hear Much About the AI Overbuild Anymore

A radical change in investor thinking.

The Nvidia DGX GB300 rack powered by Nvidia Grace Blackwell displayed on the exhibition floor during the Nvidia GTC conference in San Jose, California, US, on Wednesday, March 18, 2026.Photographer: David Paul Morris/Bloomberg

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By Joe Weisenthal and Tracy Alloway

April 13, 2026 at 4:57 PM UTC

This article is for subscribers only.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

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