According to @DowdEdward, the primary bottleneck for AI build-outs has shifted from NVDA chip supply to power-grid hookups, which he says will slow deployment timelines for data centers, source: @DowdEdward on X, Nov 30, 2025. He states that this grid constraint will trigger a pause in capital expenditures and slow growth across AI infrastructure despite elevated stock valuations, source: @DowdEdward on X, Nov 30, 2025. He frames this as a catalyst for an AI bubble unwind, with NVDA at the center of the thesis due to its role in AI hardware demand, source: @DowdEdward on X, Nov 30, 2025. He did not reference cryptocurrencies or digital assets, so no direct crypto-market linkage was provided in his comments, source: @DowdEdward on X, Nov 30, 2025.