Attention — Sep 8, 2026
What caught my attention on Sep 8 (1 item).
AI data centre finance: building a bigger bomb
Pivot to AI (Article:12:34) - Published 2026-09-06 18:00 - Discovered 2026-09-08 12:34
In this Pivot to AI episode, David Gerard argues that the rapid expansion of AI data centres is creating a major financial risk, comparing the buildout to “building a bigger bomb.” He cites warnings from the Bank of England and the Bank for International Settlements that the surge in AI-related capital expenditure may be unsustainable, especially if supply bottlenecks, intense competition, disappo…