public-interest/economy
Par parti pris · 1 takes across the edition
NPR · United States · AI's $800bn 'circular financing' loop draws bubble and debt warnings
Argues bubble concerns are bigger than ever, centring the gap between OpenAI's revenue and its compute commitments, the demand-side risk under the whole buildout.
“Why concerns about an AI bubble are bigger than ever, revenue versus the data-center commitments.”