The demand for AI services is skyrocketing, with ChatGPT processing 2.5 billion prompts daily and Gemini handling 14.4 quadrillion tokens monthly. This surge represents a threefold increase over the total words spoken by humans globally in the same period, highlighting the immense scale of AI usage. Inference demand has increased 15 times in just three months, despite models like Claude Code and Codex having less than 1% market penetration. The rapid growth in AI demand is straining supply chains, with GPU prices soaring and memory costs rising by 80-90% in the last month. TSMC is struggling to meet demand and is reallocating capacity to competitors, while Elon Musk is reportedly building his own fabrication facility. The data suggests that the market is not in a bubble, as the need for computational power continues to outpace supply, driven by diverse applications from content generation to strategic modeling.