Groundbrkr (auto-discovered)

The AI build-out faces a 'reset wall' of scheduled payment shocks hidden inside take-or-pay compute contracts, according to an analysis comparing the current AI boom to the 2008 subprime crisis. More …

The AI boom is misunderstood because markets focus on price levels and growth rates while ignoring the second derivative—acceleration—which signaled the 2008 crisis. Just as subprime mortgages require…