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The John Johnston Lounge · September 30 · 12 min

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_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.

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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.

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