The Infrastructure Cost Crisis Nobody Expected from the AI Bubble скачать в хорошем качестве

The Infrastructure Cost Crisis Nobody Expected from the AI Bubble

$650 billion. That's what Amazon, Google, Microsoft, Meta, and Oracle are spending on AI in 2026. But the math doesn't add up. In this live presentation to a room full of platform engineers, I break down the real numbers behind Big Tech's AI spending spree: the $800 billion revenue gap, the debt-fueled CapEx that now exceeds free cash flow, and why this looks eerily similar to the dot-com bubble, the railroads, and every other infrastructure boom that ended in tears. The technology is real. The business model isn't. Here's what nobody is telling you. 🔔 Subscribe for weekly AI financial analysis from a former engineering director with a PhD. 📩 Get my slides plus reference materials: https://drjoshcsimmons.kit.com/edc081... ⏱️ TIMESTAMPS 0:00 - The $650 Billion Problem 1:35 - Where the Money Actually Goes 7:18 - What's Working (And What Isn't) 10:55 - The Bad News: No AGI, No Profit Model 13:03 - Why Nobody Can Stop Spending 14:21 - What This Means for Engineers 🔗 CONNECT YouTube: @drjoshcsimmons X/Twitter: https://x.com/dr_joshcsimmons Newsletter: https://drjoshcsimmons.kit.com/f83115... #AIBubble #BigTech #CapEx #AISpending #TechBubble