BREAKING
BIS Warns on AI Infrastructure Boom
0
T
AI capex 2025-2026
0
B
gross debt issued 2025
0
top hyperscalers
Echoes of past manias
Past manias
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Canal mania, 1830s
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Railway mania, 1840s
●
Dot-com, late 1990s
AI boom today
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Record capex surge
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Layered financing
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Physical build-out limits
How a bust could ripple out
1
Returns disappoint
↓
2
Financing tightens
↓
3
Investment bust
↓
4
Economy hit
Circular financing blurs the risk
A caution, not a crash call
AI NEWS BLITZ
The Bank for International Settlements is sounding the alarm on the AI infrastructure race.