The $650 Billion AI Bubble Is About To COLLAPSE Keerthana Tvk [d2DJ80lfMlR]

Big Tech poured $650 billion into AI dubois vs wardley infrastructure michael chandler - and now up to half of those projects are being frozen or canceled. The power grid can't handle it, the supply chain depends on a rival nation, and the money is going in circles.

In this episode:

- 30-50% of planned AI data centers delayed or scrapped due to power grid failures

- Critical equipment backlogs stretch from 2-3 years to 5 years

- Circular funding exposes how tech giants and AI startups inflate each other's valuations

- A deandre ayton dangerous dependency on rival-nation imports for essential components

0:00 Introduction

0:26 The Scale of AI Investment

1:02 Problem One - Power Grid

1:48 Problem Two - Equipment Backlogs

2:45 Problem Three - Circular Funding

3:49 Inflated Valuations

4:33 Dot-Com Parallel

5:11 Contagion Risk

6:10 Final