The AI Bubble Is Being Funded With Fake Money | ZFS 97

Send us Fan Mail Everybody is talking about whether AI is a bubble. Almost nobody is talking about how it is actually being paid for, and that is the part that should scare you. Sean, Joe and I follow the money all the way down. I walk through the four ways the hyperscalers like Meta, Google, Oracle, and Nvidia are funding this AI buildout. First capital expenditure, which jumped from 18 billion a quarter in 2019 to 130 billion a quarter today. Then domestic corporate bonds, which exploded fr...