Kai Wu

Researcher and partner at Sparkline Capital who studies intangible assets and capital cycles; author of the paper 'Surviving the AI CapEx Boom' discussing AI infrastructure spending and investment risks.

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Oct 29, 2025 • 1h 7min

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Kai Wu, a researcher at Sparkline Capital, explores the booming AI infrastructure investment in this insightful discussion. He draws parallels between AI spending and historic tech bubbles, highlighting the massive revenue growth needed to justify trillions in CapEx. Wu reveals risks of overinvestment, branding the situation a 'prisoner’s dilemma' for big tech. He advises investors to watch for supply-side risks and find value in less capital-intensive opportunities, while contrasting infrastructure-heavy firms with agile early adopters across various industries.

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