The world is pouring trillions into artificial intelligence — from hyperscaler data centers and GPU farms to national power grids. But is this the dawn of a lasting productivity revolution, or just another high-tech bubble waiting to burst? In this episode, we follow the money trail behind AI’s explosive growth, examining how much of it is driven by real demand versus pure speculation. You’ll hear how market concentration, power shortages, and sky-high chip costs could reshape global finance. Tune in for a grounded look at what happens when innovation meets over-excitement — and what it could mean for the next decade of the digital economy.

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