When the AI Financing Bubble pops, the SHTF moment comes for the USA Economy. 2 Related & interesting articles :-
www.zerohedge.com
And there you have it: between Software (0.7% of the GDP growth) and Nonresidential Equipment (0.88%), AI - which was the primary driver behind growth in both - contributed just over 1.5% to GDP growth of 2.0%; in other words about 75% of all US growth in Q1 was due to AI.
Another way to visualize the remarkable impact of spending on "computers" is the chart below: it clearly shows just how reliant the US has become on spending on computer products.
And that's why AI is now not only a market bubble, but it has become a core anchor propping up the entire US economy; it's also why the US government will have no choice but to backstop it once the inevitable AI bubble pops.
www.zerohedge.com
HEADLINE :-
This inertia stems from a volatile mix of local permitting hurdles, community resistance, and a desperate reliance on overextended global supply chains for critical components like transformers and helium.
Edit to add :-
View: https://x.com/zerohedge/status/1956733980457206158?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1956733980457206158%7Ctwgr%5E31eaa9521ba94066241b690582a05ec17a310983%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fenergy%2Fai-hype-meets-hardware-crunch-us-power-equipment-market-eyes-65-billion-boom
The circular funding/jerk charade is coming to a crest. When the wave breaks, the splashdown will be EPIC !
GDP Shocker: 75% Of US Growth In The First Quarter Was Due To AI<!-- --> | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
And there you have it: between Software (0.7% of the GDP growth) and Nonresidential Equipment (0.88%), AI - which was the primary driver behind growth in both - contributed just over 1.5% to GDP growth of 2.0%; in other words about 75% of all US growth in Q1 was due to AI.
Another way to visualize the remarkable impact of spending on "computers" is the chart below: it clearly shows just how reliant the US has become on spending on computer products.
And that's why AI is now not only a market bubble, but it has become a core anchor propping up the entire US economy; it's also why the US government will have no choice but to backstop it once the inevitable AI bubble pops.
Here Come The Cancellations: Brookfield-Backed Compass Pulls Out From Major Northern Virginia Data Center Project<!-- --> | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
HEADLINE :-
Here Come The Cancellations: Brookfield-Backed Compass Pulls Out From Major Northern Virginia Data Center Project.
EDIT to add :-That's because, as Canaccord Genuity analyst George Gianarikas writes, "the American data center boom is hitting a formidable wall of logistical friction." He is referring to the latest outlook by Sightline Climate, which is also reinforced by recent articles from Bloomberg and others, and reveals a sobering reality for 2026: nearly half of the nation's planned 16-gigawatt capacity faces cancellation or delay, with only 5 gigawatts currently under construction.This inertia stems from a volatile mix of local permitting hurdles, community resistance, and a desperate reliance on overextended global supply chains for critical components like transformers and helium.
Edit to add :-
View: https://x.com/zerohedge/status/1956733980457206158?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1956733980457206158%7Ctwgr%5E31eaa9521ba94066241b690582a05ec17a310983%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fenergy%2Fai-hype-meets-hardware-crunch-us-power-equipment-market-eyes-65-billion-boom
The circular funding/jerk charade is coming to a crest. When the wave breaks, the splashdown will be EPIC !
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