Click here to watch Episode 4, “Is AI a Bubble? What the Capex Data Actually Says,” on YouTube.
AI is already changing the way we work. But behind every prompt, chatbot, and productivity boost is an enormous infrastructure buildout, and an equally enormous amount of money being spent to support it.
So, is the AI boom sustainable, or are we watching another bubble form?
In Episode 4 of The Rogé Standard, Steven Rogé and Chris Kehoe, dig into the numbers behind the AI boom, from the rapid expansion of data centers and soaring power needs to comparisons with the telecom buildout of the late 1990s. They also explore the growing competition from China and what it could mean for the economics of AI going forward.
AI may be here to stay. The bigger question is what happens as companies race to build the infrastructure to support it, and whether the payoff ultimately justifies the investment?
Click here to Subscribe to The Rogé Standard on YouTube
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