In this episode of The Resilience Room, Sam sits down with Corey Ray (Lead Intelligence Analyst) and Rob Klentzeris (Senior Application Security Engineer) to unpack the massive, debt-funded infrastructure boom driving the current AI race. Corey and Rob explain why traditional financial risk metrics fail when evaluating private AI titans, and how this unprecedented CapEx spending impacts enterprise risk models.

The conversation tackles the hidden dangers of "concentration risk" in the AI supply chain, and why increased regulation might inadvertently force a monopoly by pricing out smaller competitors. The trio also draws striking parallels between today's AI data center rush and the 19th-century railroad bubble, introducing the critical concept of "stranded assets"—the devastating local and economic impact if these massive infrastructure and ...