In this episode of Splento AI, we dive into the massive wave of AI infrastructure spending—tens of billions poured into data centers and chips—and question whether this boom mirrors past bubbles like the late '90s telecom surge. Join us as we explore the risks of overinvestment, the shift of Big Tech into capital-intensive ventures, and the assumptions driving this debt-fueled expansion. Is today's AI infrastructure the foundation of a new era, or are we building data castles on sand?