Episode Details

This story was originally published on HackerNoon at: https://hackernoon.com/the-ai-capex-bubble-is-hitting-a-physical-wall.
How Wall Street is packaging depreciating silicon into complex structured notes to siphon public teacher and police retirement funds into the AI bubble....
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AI’s infrastructure boom is colliding with power constraints, GPU-backed debt, circular financing, and weakening enterprise demand.