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Inside the AI CapEx Bubble: $725B and the Coming Shakeout episode artwork

EPISODE · Jun 9, 2026 · 8 MIN

Inside the AI CapEx Bubble: $725B and the Coming Shakeout

from Intelligent Investor Insights · host Jellypod

Bob and Josh unpack the massive AI infrastructure spending surge across the hyperscalers, why the economics resemble a prisoner's dilemma, and how rapid GPU depreciation could pressure margins. They also compare today’s build-out to past telecom and fiber booms while highlighting the signals investors should watch as compute heads toward utility-like margins.

What this episode covers

Bob and Josh unpack the massive AI infrastructure spending surge across the hyperscalers, why the economics resemble a prisoner's dilemma, and how rapid GPU depreciation could pressure margins. They also compare today’s build-out to past telecom and fiber booms while highlighting the signals investors should watch as compute heads toward utility-like margins.

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Inside the AI CapEx Bubble: $725B and the Coming Shakeout

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How long is this episode of Intelligent Investor Insights?

This episode is 8 minutes long.

When was this Intelligent Investor Insights episode published?

This episode was published on June 9, 2026.

What is this episode about?

Bob and Josh unpack the massive AI infrastructure spending surge across the hyperscalers, why the economics resemble a prisoner's dilemma, and how rapid GPU depreciation could pressure margins. They also compare today’s build-out to past telecom and...

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