Chatter about an AI bubble has been all over in recent times, and most sensible tech corporations like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. However how have analysts prior to now correctly known forming tech bubbles? Hosts Michael Calore and Lauren Goode take a seat down with Brian Service provider, WIRED contributor and writer of the publication Blood within the Gadget, to wreck down the 4 standards some researchers have used prior to now to grasp and brace for the worst.
Articles discussed within the episode:
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Transcript
Word: That is an automatic transcript, which might comprise mistakes.
Michael Calore: Whats up Lauren, how are you doing?
Lauren Goode: I am OK, Mike. It is profits season, so numerous us at the industry table right here at WIRED were tuning into tech corporations profits experiences and their profits calls. And I suppose that principally approach it is CapEx season.
Michael Calore: CapEx?
Lauren Goode: Capital expenditures.
Michael Calore: You are saying CapEx?
Lauren Goode: Yeah. Now that I am a industry table reporter, I say CapEx.
Michael Calore: You are a type of.
Lauren Goode: I throw it round at events. No, I truly do not. However we’re seeing a development in how tech corporations are slumbering on piles of cash, however they are not simply slumbering on it. They are sharing giant plans to spend on it, and particularly to spend on AI infrastructure.
Michael Calore: Proper. Information facilities.
Lauren Goode: Yeah, extra knowledge facilities, now not simply knowledge facilities. However sure, that is a large a part of it.
