The AI Bubble Is Cracking (Starting With Data Centers)

Podcast: The John Johnston Lounge · John Johnston

Opublikowano: 2026-09-30

John Johnston (JJ) gives an update on how the AI Bubble is playing out so far, and the cracks that are starting to show, especially in financing associated with the massive AI data center buildout. Referenced videos: Cracks Are Showing In The Data Center Boom | Prog G Markets https://youtu.be/yasYNC_5Ki8 Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron | The Tech Report https://youtu.be/1CbvhJO8Nfo Monologue: The AI Data Center Overbuild | Better Of...