Jeff Sica warns of 'breaking point' over hyperscaler spending

Name: Jeff Sica warns of 'breaking point' over hyperscaler spending
Uploaded: 2026-04-27T15:15:50Z
Duration: 3 min 1 s
Description: Circle Squared Alternative Investments founder Jeff Sica discusses upcoming Big Tech earnings, focusing on the hyperscalers and their massive capital spending on AI infrastructure on 'Varney & Co.'

FBN · Apr 27, 2026 · 3m 1s

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Circle Squared Alternative Investments founder Jeff Sica discusses upcoming Big Tech earnings, focusing on the hyperscalers and their massive capital spending on AI infrastructure on 'Varney & Co.'