Forefront
Forefront Podcast: Is AI in a Bubble? The One Test That Actually Decides It
1:04:09
Is the largest capital buildout in technology history justified by the revenue and productivity it will produce? As of October 2026, the four largest American hyperscalers are guiding to roughly $725 billion of capital spending for the year, with published totals ranging from roughly $660 billion to $780 billion depending on who counts.This episode argues the question for and against, with two…