Ed Zitron

@edzitron · Twitter · 2026-07-22 16:50 UTC

Free newsletter: The AI industry's $500bn in data center debt is the subprime mortgage crisis of the AI bubble. The dangerous financial instruments and SPVs funding the data center buildout pose a systemic risk on the level of the great financial crisis. https://www.wheresyoured.at/the-subprime-data-center-crisis/