Silicon Valley's relentless AI arms race is sparking serious questions about whether Big Tech's massive capital allocation toward AI development is sustainable for the broader US economy. With billions flowing into AI infrastructure and R&D, some economists are asking if this concentration of resources into a single narrative might be creating bubbles elsewhere. The debate: Are these investments truly productive, or are we witnessing a replay of previous tech spending cycles that didn't deliver proportional economic returns? The tension between innovation ambitions and economic reality deserves closer examination as markets reassess growth trajectories.