@themoneymapai: The AI bubble debate is moving from “are the models good?” to “who is financing all this compute?” In this clip, they break down how OpenAI and Anthropic valuations depend on business models holding up, while hyperscalers are taking on debt to build the data centers behind the boom — including some financing that may sit off the books. AI can still be real and economically important, but the money stack behind it is starting to matter a lot more. Not financial advice. #AIBubble #DataCenters #AICapEx

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Sunday 23 August 2026 20:16:47 GMT