Is the AI boom a bubble? The trillion-dollar disconnect between capex and revenue
- Posted on December 13, 2025
- By Financial Express
- 9 Views
Is the AI boom a bubble? The trillion-dollar disconnect between capex and revenue

Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the need for scarce, expensive AI chips ($25,000+ each) and multi-billion-dollar data centers.