CapEx Crunch: Are AI Infrastructure Bets Creating the Next Tech Bubble? - Cents of Security Ep.157

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. Show Notes: https://www.interactivebrokers.com/campus/podcasts/cents-of-security/capex-crunch-are-ai-infrastructure-bets-creating-the-next-tech-bubble/ #AI #ArtificialIntelligence #CapEx #Investing #DataCenters #cloudcomputing Campus Home:  https://www.ibkr.com/campus/ Traders’ Insight:  https://www.ibkr.com/campus/news Traders’ Academy: https://www.ibkr.com/campus/courses IBKR Quant:    https://www.ibkr.com/campus/quant Cents of Security: https://www.ibkr.com/campus/category/podcasts/cents-of-security/ IBKR Podcasts:  https://www.ibkr.com/campus/podcasts IBKR Webinars:  https://www.ibkr.com/campus/webinars IBKR API:     https://www.ibkr.com/campus/api Student Trading Lab: https://www.ibkr.com/campus/stl IBKR Glossary:    https://www.ibkr.com/campus/glossary We are on Coursera! https://www.coursera.org/ibkr Open an account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=TA&url=%2FUniversal%2FApplication