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VIDEO INTRODUCTION:
Ladies and gentlemen, on June 25th, 2026, Apple did something it has NEVER done in its history. In the middle of a product year, for no new product launch, Apple just raised its prices. MacBook Air went up 18%. iPad Pro up 20%. Apple TV up 54%. And the same week, Xbox raised its prices by $150. Now here's the crazy part โ when asked WHY, Apple said something remarkable: "We have never seen a component price increase this much, this quickly." And the reason your laptop just got more expensive is because of a WAR being fought over tiny memory chips, thousands of kilometres away.
In 2020, before ChatGPT even existed, the four biggest US tech companies- Amazon, Meta, Google, and Microsoft- spent a combined $90 BILLION on capital expenditure. In 2023, that number rose to $147 billion. In 2025, it exploded to $410 billion. And in 2026, they are spending $725 BILLION on data centres and AI infrastructure. That is 8 TIMES more than what they spent just 6 years ago. On top of that, Nvidia, the chip company powering this entire AI wave, became a $5 TRILLION company on June 2nd, 2026. And Wall Street analysts were literally SCREAMING at everyone to buy AI stocks. But just three days later, something started cracking. Nvidia lost $320 BILLION in market cap in a single week. Micron dropped 13%. Sandisk crashed 10.59%. Apple fell 6.1% in a day. SoftBank tanked 12%. And OpenAI quietly delayed its IPO. And suddenly, warnings are coming from the smartest people on Earth- Ray Dalio, Michael Burry, Jeff Bezos- all saying the same thing: this looks like a bubble.
So I went down a rabbit hole. I read the Wall Street Journal, the Financial Times, CNBC transcripts, and JPMorgan's gap analysis to understand what's REALLY happening. And what I found will change how you think about AI, technology, and your own investments forever. Because the AI industry is spending $725 BILLION a year. But do you know how much it is actually earning? Just $75 BILLION. That is a 9-to-10 TIMES gap between what these companies spend and what they earn. Sequoia's David Cahn calls it "the $600 billion question" the massive revenue deficit that nobody knows who will pay for. And history has seen this exact pattern before. In 1996, the world thought the internet would explode by 1000% and poured $500 BILLION into fibre optic cables. By 2001, 97% of that fibre sat UNUSED underground. Companies went bankrupt. Trillions of dollars were wiped out. And it's happening again, but this time at 10 TIMES the scale.
So in this case study, I want to answer three questions that no Indian media company is asking. Is this the GREATEST business bet in human history or the BIGGEST bubble ever inflated? Why are the smartest investors on Earth all warning that this is a bubble about to POP? And most importantly, what happens to YOUR job, YOUR investments, and YOUR everyday devices if this bubble bursts?
Our Best Indian Business Case Studies:
1. Dhirubhai
https://youtu.be/bSx6hDjALkQ?si=wE6PGMgiv7PpHdla
2. Milky mist
https://youtu.be/-98fnc4VAo8?si=NtKHTWjvtr_9V8ne
3. Old Monk
https://youtu.be/GQPymbqa08A?si=BXhcZhDPXt9wTxO4
4. Waaree
https://youtu.be/T1PLEPTbXc4?si=3VbRKyBnd-3Trfqt
5. Blinkit
https://youtu.be/OGs2YsqvWDg?si=bZ_AqkdGEsl2X3xW
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Study Materials:
https://www.reuters.com/world/asia-pacific/apple-raises-prices-macbooks-ipads-memory-costs-skyrocket-2026-06-25/
https://futurumgroup.com/insights/ai-capex-2026-the-690b-infrastructure-sprint/
https://www.firstpost.com/business/ray-dalio-warns-ai-boom-is-looking-like-1929-and-dot-com-bubble-technology-is-real-but-prices-are-the-problem-14018860.html#:~:text=creating%20classic%20bubble%20conditions
https://www.aigovernancetoday.com/news/enterprise-ai-spending-crisis-2026#:~:text=The%20McKinsey%20Global%20AI%20Survey%202026%20puts%20the%20ROI%20failure%20rate%20at%2073%25
https://masterofcode.com/blog/ai-roi#:~:text=5%25%20achieve%20substantial%20value%20from%20AI%20at%20scale.
https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/#:~:text=MIT%20report%3A%2095%25%20of%20generative%20AI%20pilots%20at%20companies%20are%20failing
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