Schwab Network

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From Chips to Apps? Rethinking the AI Trade Beyond NVDA, MU

Explore episode Jun 4, 2026

Where this was said

The Trillion-Dollar AI Spending Question

At 0:32 · chapter starts 0:00

Sparkline Capital's Kai Wu discusses the massive CapEx pouring into AI infrastructure and questions whether these heavy investments will yield a sustainable return over the long run.

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