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322 | Breaking Analysis | Forecasting the AI Bubble
August 10, 2026
In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante examines whether AI is forming a capital bubble. Vellante assesses capital commitments, monetizable demand and supply constraints, exploring when today’s AI infrastructure shortages could give way to oversupply and what that shift could mean for the broader market.
Vellante tracks key signals across high-bandwidth memory, advanced packaging, GPU rental pricing, cluster utilization, power capacity and free cash flow. Using examples including Oracle, OpenAI and Stargate, he iden...Read more