The AI Escaped.
Watch "The AI Bubble Is Filling. But With What? - SkepticCTO News"

Watch it here: https://youtu.be/oRzako6P8Go

Is the AI bubble real? Big Tech is spending $725 billion on infrastructure this year alone—more than the entire GDP of Switzerland. But total revenue is lagging hundreds of billions behind. In this video, Dr. Butch explores “The Gap,” the rise of agentic AI, and the accounting “sleeper” risk that could trigger a massive market correction.

Read the full deep-dive with all references here: https://skepticcto.com/news/updates/2026/05/06/Bubble.html

We look past the “AI magic” to examine the hard numbers:

  • The $500B Gap: Why investment is growing faster than revenue.
  • The Ghost of 1840: What the Victorian “Railroad Mania” tells us about AI.
  • Agentic AI: Why “OpenClaw” and “Claude Code” are changing the bull case overnight.
  • The Depreciation Trap: How accounting choices at Microsoft and Google are masking $18 billion in hardware costs.