CapEx Crunch: Are AI Infrastructure Bets Creating the Next Tech Bubble?

AI spending is exploding, but are the returns keeping pace? Mary MacNamara sits down with James Yendrey of InvestMentorSM to explore hyperscaler CapEx, rising debt loads, shrinking free cash flow, GPU utilization concerns, and whether today’s AI infrastructure boom resembles the telecom buildout of the 1990s or the setup for a costly correction.