Why AI Deployment Continues Despite Debt: The Three Forces That Make This Unstoppable
Part 2 of “Why AI Isn’t a Bubble” series Introduction In the three weeks since we published “Why AI Isn’t a Bubble,” a predictable narrative emerged: “$25 billion in data center debt comes due in 2026-2027. Companies will default. The bubble will pop.” Here’s what that analysis misses: While American media debates debt sustainability, China … Read more
