Safety
this won’t end well. it will end with a bailout.
this won’t end well. it will end with a bailout. Cash flow no longer covers the AI capex bill, so hyperscalers are funding it with record debt: Hyperscaler bond issuance has soared to $150 billion YTD
this won’t end well. it will end with a bailout. Cash flow no longer covers the AI capex bill, so hyperscalers are funding it with record debt: Hyperscaler bond issuance has soared to $150 billion YTD, more than the prior two years combined.
Source: Gary Marcus (X) | 2026-05-30