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Notes on the Crises

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13:57
2026-07-30
crisesnotes.com
ai-infrastructure

AI Bond Issuance Is Not AI's "Subprime Mortgage Crisis"

A critical response to Ed Zitron's claim that AI bond issuance represents a "subprime mortgage crisis" argues the analogy is flawed, noting that the financial dynamics of AI data center investment difโ€ฆ

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