AI Infrastructure Capital Spending, Financial & Bubble Risks

Financial and macro risks from AI infrastructure and data center investment, including capex intensity, cash flow pressure, overinvestment, stranded assets, and concerns about unsustainable AI spending or bubbles.

AI Capex Returns: The Definitive Breakdown of the Bubble Debate

Hyperscalers face rising depreciation, financing costs, and margin pressure even as demand stays strong—here's the full scorecard

By KAPUALabs

/ 3 Aug 2026

Can Alphabet Monetize $205 Billion in AI Infrastructure Before Returns Diminish?

Capital expenditure is doubling and depreciation looms; investors are demanding measurable returns from the AI buildout now.

By KAPUALabs

/ 3 Aug 2026