Bank of England Warns Of Devastating Fallout As AI Debt Bubble Pushed To The Limit With Record Oracle, Junk Bond Deals

Three weeks ago, in "The Stunning Math Behind The AI Vendor Financing "Circle Jerk" (which in turn referenced our analysis from late July when seemingly nobody cared who will fund this tidal wave of looming datacenter spending), we explained how even an optimistic outlook on the AI industry and its gargantuan capex needs, reveals that there is an $800 billion funding need by the end of the decade...