Eye-opening article on how the Ai computing build out might be the next mortgage crisis.
Investors aren't paying attention to the time bomb hidden in the accounting treatments of these trillion-dollar commitments for Ai infrastructure
open.substack.com/pub/groundbr...
open.substack.com
The Teaser Period: Why the AI Boom Is Hitting a Reset Wall
Trillions in compute commitments come due in 2027–2028. The Reset Wall reveals how the AI boom breaks, and when.