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August 24, 2026 - AI Just Hit a Trillion-Dollar Wall
The AI boom is entering its most expensive—and potentially most dangerous—phase.
In this episode of Market Pulse, we examine how the race to build data centers, secure advanced chips, expand power generation, and finance next-generation computing infrastructure is colliding with a trillion-dollar capital wall.
The question is no longer whether demand for AI will grow. It is whether hyperscalers, utilities, private-credit lenders, and public markets can fund the infrastructure required—without crushing returns or creating the next major debt overhang.
We break down where the bottlenecks are…
The skinny
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