AI Spending Is Becoming Impossible to Budget

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-05

AI remains one of the biggest forces driving markets, but businesses are still trying to figure out what the technology will actually cost — and whether the spending can justify the hype. Chuck Zodda and Mike Armstrong discuss why NVIDIA’s valuation alone does not prove the AI rally is safe from bubble concerns, and why using AI inside a business can be far harder to budget than traditional software. They also break down why token-based pricing creates uncertainty, whether companies may eventually rely on cheaper open-source models, how estate plans can tear families apart when expectations are not clea...