Investing.com -- Citrini Research’s The 2028 Global Intelligence Crisis — a report painting a rather dystopian picture of displaced workers and faltering personal incomes yet booming AI-driven economic outputs — has made waves on Monday, racking up more than 16 million views on X and possibly even sinking entire sectors of the market. Interestingly, intentionally or not, Citrini may be making yet another bullish case for Nvidia, even as the broader consumption-based economy burns.

The report's core idea is simple, even if paradoxical: rapid AI adoption could boost productivity while simultaneously displacing large numbers of high-income white-collar workers, meaning companies can significantly cut wage costs yet maintain output.

The result is an unusual economic regime where productivity and corporate margins expand, but household incomes weaken. Moreover, as labor expenses fall, companies redirect savings into AI infrastructure, accelerating automation in a self-reinforcing loop: layoffs expand margins, margins fund compute, and compute enables further automation. An increasing share of future output is seen as being driven entirely by machines rather than people

Unsurprisingly, such a scenario would appear increasingly bullish for Nvidia. In a world where software-driven intelligence replaces human labor, compute begins to function as a core input to production. Companies no longer compete primarily for talent, but for processing power — shifting value toward those supplying the hardware behind automation.

In Citrini Research's own scenario, "the owners of compute saw their wealth explode as labor costs vanished." And when it comes to compute, few companies are as well-positioned to benefit as Nvidia.

Unlike traditional downturns that compress tech spending, an automation race may force continued investment in compute just to remain competitive — paving the way for Nvidia, even if AI adoption disrupts jobs or strains the broader economy.