AI bubble vs. data center value
Bubble comparisons to 1998–2000 and concerns about GPU-collateralized borrowing compete with the view that data centers just became more valuable.
What we know
Jurrien Timmer says the AI melt-up tracks the dot-com analog closely, and Financelot warns of idle GPUs used as collateral. Gary Cohn counters that data centers are worth more now.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.