Скачать или смотреть $1 Trillion Gamble: Hyperscaler Strategy, Systemic Risk, and the AI Bubble Debate

The AI arms race has triggered an unprecedented CapEx cycle, with over $1 trillion invested in infrastructure in the last five months. This deep dive analyzes the financial and geopolitical forces driving this boom, exposing the core conflict between cash-rich hyperscalers (Amazon, Google, Meta, Microsoft) and the vulnerable pure-play model developers like OpenAI.

We break down the strategic clash (Vertical vs. Open Stack), the financial vulnerability of OpenAI's $1.4 trillion commitment, and the systemic risks posed by "circular investments" that threaten to create a new kind of financial bubble.

🔥 $500 BILLION CAPEX. WHO PAYS?

🎥 VIDEO CHAPTERS
Intro: The AI Infrastructure Arms Race & $1 Trillion Investment Scale- Hyperscaler CapEx Surge: Amazon's $125B, Meta's $70B, and Microsoft's $315B Backlog
Hardware Drivers: Nvidia Dominance vs. Custom Silicon (TPUs/Trainium)
Strategic Clash 1: Alphabet's "Walled Garden" vs. Amazon's "Open Platform"
*OpenAI's Financial Crisis:* The $1.4 Trillion Challenge & $12 Billion Quarterly Loss
Corporate Restructure & Diversification (AWS Partnership)
*The AI Bubble Debate:* Extreme Concentration & Systemic Risk
Arguments For vs. Against the Bubble (Cash Flow vs. Dot-Com Parallels)
Mass Layoffs and "AI-Washing": The Economic Disconnect
Geopolitics: The US-China AI Race & "Power Is Free" Warning
Consumer Applications: Gemini Copilot & Amazon Bazaar
Final Verdict: Selective Exposure vs. Systemic Risk


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The content provided on the Griffonomics channel is for informational and educational purposes only and reflects the creator's personal opinions and research for their own portfolio. It is NOT financial advice. Always conduct your own thorough research before making any investment decisions.