Post #4287097

"The financial structure of the data center build-out makes it especially vulnerable to a crash. The deals themselves are built on enormously complicated debt and equity schemes that involve circular financing. The hyperscalers are investing heavily in the same companies they are counting on to buy their computing power. It’s what economists call an interlocking liability structure. " https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html #AIBubble