It's certainly a lot of debt financing at a rather vast scale. Just like the impact of tariffs take a while to set in, there are deeper consequences for the AI infrastructure rush. I'm not always clear on who it is an opportunity for. Certainly people are making money off the FOMO in various ways including and mostly, the stock market.
It's certainly a lot of debt financing at a rather vast scale. Just like the impact of tariffs take a while to set in, there are deeper consequences for the AI infrastructure rush. I'm not always clear on who it is an opportunity for. Certainly people are making money off the FOMO in various ways including and mostly, the stock market.
Great one!