# AI capex surge, bottlenecks, and the race for ROI

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Text version: https://stenobird.com/podcast/investing-experts-5798955/ai-capex-surge-bottlenecks-and-the-race-for-roi.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-04-09T20:33:59+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:ai_capex_surge
Audio file: https://api.spreaker.com/download/episode/71217516/amrita_uttam_ie_4_9_4_9_26_12_47_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/ai-capex-surge-bottlenecks-and-the-race-for-roi
Duration seconds: 3359

## Resource

Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey , share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00) Show Notes: Why Meta Is The Best Positioned Hyperscaler In 2026 Top 5 Stocks For AI's Optical Revolution In 2026 Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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