It looks like that the market doesn’t like all the debt data centers are raising. I saw a video on this professor’s research that we’ll need $3.55T a year to fund the AI data centers (cost around $10T). That’s more than 10% of US annual GDP that OpenAI, Anthropic, etc have to make a year for the debt to be solvent. Personally think it’ll take many decades. The internet for example took at least 20 years since early 90s to have around 10% impact on our annual GDP. What do you think? Can we have a soft landing? Source: https://theinference.org/indexes/value-chain?course=applications https://www.brookings.edu/wp-content/uploads/2026/09/4c_Van-Nieuwerburgh.pdf https://www.youtube.com/watch?v=e5YuA53OFQ0 submitted by /u/TheseFact
Originally posted by u/TheseFact on r/ArtificialInteligence