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everyday-ai
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Thu
Oct 15
3:30 PM
The Financing of the AI Boom Is Breaking
Goldman Sachs counted $88 billion in AI-related debt issued in 2026. Compare that to $20 billion in all of 2025. The problem: investors are starting to ask where the revenue comes from. NVIDIA wants to turn its GPUs into collateral for $500 billion in infrastructure. Wall Street is skeptical. Banks think chips age in 3–4 years; NVIDIA claims 10. If the collateral loses value before the loan matures, lenders lose. The deeper issue: we're building massive infrastructure on the bet that AI will generate returns large enough to justify the cost. Nobody actually knows if that's true yet. We're financing a future we haven't proven works.
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everyday-ai
· linkedin
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Thu
Oct 15
3:30 PM
Building everydayai.fun in public: what's working, what's not (week of Sept 1)
[LinkedIn post draft for everyday-ai] Building everydayai.fun in public: what's working, what's not (week of Sept 1) (Body to be filled by morning agent)
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