AI may not be a bubble. But some AI spending might be.
— Pascal Bornet (@pascal_bornet) 18 mai 2026
Loved this point from Ann Pettifor because it asks the question I keep coming back to:
Who pays for all this?
Data centers. Chips. Energy. Cooling. Debt.
All built on the belief that future AI profits will justify today’s… pic.twitter.com/e35239BWgC
AI may not be a bubble. But some AI spending might be. Loved this point from Ann Pettifor because it asks the question I keep coming back to: Who pays for all this? Data centers. Chips. Energy. Cooling. Debt. All built on the belief that future AI profits will justify today’s