> Golden Sacks estimates that the big AI companies need about $1 trillion in annual AI revenues just to break even

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Not that simple.  Its trillions in misalocated capital and the contagion will spread way beyond just the hyperscalers and their lenders.

Ever hear in investing in cash?  If you believe that, invest your 401K in cash.  Then move it back after the crash.  You'll be in the catbird's seat.  This is a great investment opportunity, if you are right.  But there have been many times people have said the market was in a bubble and it turned out not to be true.

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Each new 100 to 200 megawatt center in Europe could translate to "$1 billion, $2 billion debt deals at a minimum," Miriam Wheeler, global head of leveraged finance at Goldman Sachs, said on the sidelines of her bank's leveraged finance conference in London. She estimates Europe's role in the global AI build-out could rise to as much as 25% from 10%.
ended up totalling over £510 million.

Europe can't keep the lights on.
Funny how green energy went out the window for muh Data Centers.

Semitrailers full of RGB graphics cards are headed towards Rewards Shorts..

That projection is based on their desire not actual profitability. That's their plan. Good luck with that.

Ai is a total scam; it doesn’t take 1/millionth of the power they claim to perform, but as long as the public buys the necessity of the power draw and power draw keeps prices high, you reveal what’s really going on.