The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm’s $1.25 billion infrastructure practice, speaks to WSJ’s Christopher Mims and Tim Higgins, about whether the industry’s biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Check Out Past Episodes:

The Google Exec Reinventing Search in the AI Era

Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast'

Why IBM's CEO Thinks His Company Can Crack Quantum Computing

How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars

Let us know what you think of the show. Email us at BoldNames@wsj.com

Read Christopher Mims’s Keywords column.

Read Tim Higgins’s column.

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