Capital Markets · Report

Industry analysts and investors are raising concerns about unsustainable AI infrastructure capex spending and circular financing models.

Renewed scrutiny on AI capex ROI and infrastructure deployment pacing could decelerate non-critical data center builds and cool investor appetite.

Trade pressSlicast · September 23, 2026 at 19:36 UTC · US · Source: Investor's Business Daily

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Artificial intelligence is dominating Wall Street, with investors pouring money into shares of the companies powering the fast-growing technology. Since late 2022, AI-related stocks—including everything from chipmakers to data centers—have added an astonishing $27 trillion in market value, helping push the overall stock market to new highs. And the spending is only accelerating. Goldman Sachs estimates companies…

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