Business

Is the AI investment cycle a sign of history repeating?

The Flip Side by Barclays Investment Bank

Oct 2, 202517:42Business

Artificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on AI infrastructure reaching unprecedented levels. Hyperscalers have announced nearly $400 billion i...

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Is the AI investment cycle a sign of history repeating? is an episode from The Flip Side by Barclays Investment Bank. Artificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on...

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Published Oct 2, 2025, 17:42 long, audio available.

Is the AI investment cycle a sign of history repeating?

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