The Most Concerning AI Bubble Signals

As the Anthropic IPO inches closer, discussions of an AI bubble are also getting a lot louder. The concerns range from GPUs sitting in Amazon warehouses unused, to the quality of NeoCloud debt, to the concentration of enterprise AI revenue.

It goes beyond the title with direct discussion of would, data, bubble, including: The concerns range from GPUs sitting in Amazon warehouses unused, to the quality of NeoCloud debt, to the concentration of enterprise AI revenue.

1. 01Some blamed Meta's Wednesday night earnings call, which made it clear that the next leg of their AI build-out would be partially funded by equity dilution
2. 02In their latest trading flow report, Goldman Sachs reported that hedge funds sold tech stocks at their most rapid pace in at least a decade last week
3. 03For the past few months, treasury bond rates have been surging, dragging up interest rates on commercial bonds and making data center financing more expensive