
The Valley Current®: Is There an AI Bubble That Will Eventually Burst?
A trillion-dollar AI buildout is underway, but what happens if the promised returns never arrive? The Valley Current® host Jack Russo looks past the hype to the debt, leases, private credit, and off-balance-sheet commitments financing the AI arms race. From hyperscale data centers and rapidly depreciating GPUs to heavily leveraged neoclouds facing refinancing walls, Jack examines where the real financial fault lines may be forming. He also explores how companies like Meta are using equity, dilution, and novel share structures to shift risk while preserving corporate control, raising difficult questions for boards, shareholders, and counsel. History shows that speculative bubbles can finance world-changing infrastructure even while destroying fortunes. But if AI spending outruns AI revenue, the next battle may not be over the technology itself... it may be over who gets stuck with the losses. Jack Russo MBA/JD/LLM NITA Master Trial Advocate Certified Appellate Specialist












