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Investors curb AI infrastructure borrowing

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Investors grew wary of debt-fueled AI infrastructure expansion, slowing borrowing after record bond issuance as rising yields increased financing costs for weaker companies.

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Reposted by Helmut Reisen

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Reposted by Lars P. Feld

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They are spending billions on a technology that should still be in testing phase. Herd mentality. Some affinities to investing in sub-prime mortgages.
October 10, 2026 at 9:05 PM

Reposted by Lars P. Feld

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Reposted by Lars P. Feld

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Yeesh. 👀

(Bloomberg) - The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.

@bloomberg.com
www.bloomberg.com/news/article...
October 10, 2026 at 3:36 AM

Reposted by Steven H. Seggie

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We have made a generalised destroyer of corporate moats, and it’s getting commodified faster than any technology in history, and for some reason people think corporate profits are going to go up????
Weeks old, but cool chart on AI costs epoch.ai/publications...
October 10, 2026 at 8:18 AM

Reposted by Daniela Gabor

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The investment industry is making massive profits putting everybody's savings into an AI bubble while much of the global economy and government finances are tanking. This is will be very painful when it bursts because there will be shortage of jobs, savings and little state capacity to intervene.
October 10, 2026 at 6:05 AM