The AI Investment Bubble: Who Is Funding the Trillion-Dollar Bet?

AI feels like software, but its foundations are physical: chips, data centres, power grids and a rapidly growing web of financial commitments. This documentary follows one AI request backwards through that system and asks whether real revenue and productivity can arrive quickly enough to justify the investment.

The film separates four questions often confused in bubble debates: whether AI is useful, whether infrastructure can earn an adequate return, whether valuations are sensible, and whether a correction would destroy capacity or simply change who owns it.