20h ago

Ramez Naam says debt could fund 40% of AI CapEx by 2026 as hyperscaler bond issuance hits $150 billion

— Marcus warns current borrowing trends will end in a bailout.

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OPGary Marcus, MIT PhD and NYU Professor EmeritusGM#153Gary Marcus, MIT PhD and NYU Professor Emeritus|@GARYMARCUS

this won’t end well. it will end with a bailout.

7:29 AM · May 30, 2026 View on X

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Many users condemned hyperscalers issuing record $150 billion in bonds to fund AI capex, warning of bailouts, Enron-style fraud, economic collapse, and violent public backlash against Silicon Valley.

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