Is the $600B AI Capex splurge repeating the 1999 fiber optic overbuild? Analyze the risks of an AI Bubble 2026, comparing the dot-com crash to today’s data center arms race.
This week - the enterprise has a newfound obsession with "quality data" - but are we on the wrong track for AI? Pega and HubSpot turn in strong earnings, but Wall Street's AI fever (dreams?) persist.