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The AI Bubble Is Cracking (Starting With Data Centers)
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_5Ki8Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron | The Tech Report https://youtu.be/1CbvhJO8NfoMonologue: The AI Data Center Overbuild | Better Offline https://youtu.be/ZFu5Hiw2E3cThe Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The…
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