Episode Details
Back to Episodes
The AI Bubble Is Cracking (Starting With Data Centers)
Description
John Johnston (JJ) gives an update on how the AI Bubble is playing out so far, and the cracks that are starting to show, especially in financing associated with the massive AI data center buildout.
Referenced videos:
Cracks Are Showing In The Data Center Boom | Prog G Markets https://youtu.be/yasYNC_5Ki8
Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron | The Tech Report https://youtu.be/1CbvhJO8Nfo
Monologue: The AI Data Center Overbuild | Better Offline https://youtu.be/ZFu5Hiw2E3c
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap | Steve Eisman https://youtu.be/vKLPLywZcp0
Anthropic Just Filed to Go Public. Does the Math Add Up? | Patrick Boyle https://youtu.be/T-oXyXwD6sE
AI bubble, data centers, AI stocks, investing, artificial intelligence, tech stocks, stock market, AI infrastructure, finance, market update, tech news, economy, John Johnston, data center financing, AI bubble burst
——-
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.