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AI spending is now trending toward $3.5 trillion, but skeptics warn the boom may reflect circular financing and overinvestment in infrastructure without proportional ROI.

Underscores the scale of AI capex commitments; raises systemic risk concerns about whether the installed base will achieve target utilization.
Trade pressSlicast · July 19, 2026 · US · Source: Google News
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AI spending is now trending toward $3.5 trillion, but skeptics warn the boom may reflect circular financing and overinvestment in infrastructure without proportional ROI.

Underscores the scale of AI capex commitments; raises systemic risk concerns about whether the installed base will achieve target utilization.

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AI spending is now trending toward $3.5… · Slicast