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Is AI a bubble?

Name: Is AI a bubble?
Uploaded: 2026-10-09T15:31:28.123Z
Duration: 16 min 25 s
Description: Is AI a bubble? Big Tech plans about $700 billion of capital spending in 2026, mostly for AI, Nvidia is worth nearly $6 trillion, and central banks warn about stretched valuations. We follow the money: capex, circular deals, debt, the revenue gap and the lessons of the dot-com crash. Education only, not investment advice.

The boom, the money loops and the warning signs