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Howe Wang

As seen in: Substack, ai-supremacy.com
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Articles by Howe Wang

Three Centuries of the Future on Margin

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By Howe Wang
| ai-supremacy.com
Subscribe to the author’s Newsletter. Good Morning, How three centuries of booms were built on credit, and how they break. This is part II in the series on: Bubbles of the past and how they compare to the AI bubble of today. Audio playback is not supported on your browser. Please upgrade. Read Part I here. How the AI ‘bubble’ compares to history 🏛️ Read the article that started it all here. Today’s article is part II in the series.
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How the AI ‘bubble’ compares to history 🏛️

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By Michael Spencer, Howe Wang
| ai-supremacy.com
One of the hallmarks of 2025 in AI analysis, was discussion and debate around the AI boom relative to the AI bubble. These days I gravitate towards original macro analysis around the AI Infrastructure buildout, economics and what history says. I’ve been a (secret) fan of Howe Wang’s writing for a while but was blown away by his November piece Early in AI, Late in the Trade. I’m obsessed with this topic of how does the AI bubble compare with history? Not just Railway, but all of them?
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CoreWeave vs Nebius

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By Kevin Xu, Howe Wang
| Substack
This post is a collaboration with Howe Wang, who writes the ProcureFYI substack which is one of the best sources of alt data when it comes to US government procurement contracts and data center construction. I highly recommend his work! Nvidia GTC wrapped up last week. CoreWeave’s IPO will price and start trading later this week. The generative AI industry is quickly moving from a “hopes and dreams” phase to a “rubber meets the road” phase.
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