Financing the AI boom: from cash flows to debt [pdf]
1–10 of 113 posts
Re: Financing the AI boom: from cash flows to debt [pdf]
#2(January 2026)
Re: Financing the AI boom: from cash flows to debt [pdf]
#3BIS released a larger report in June that identified AI financing/sustainability as one of the biggest risks for the global economy:
Re: Financing the AI boom: from cash flows to debt [pdf]
#4High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Re: Financing the AI boom: from cash flows to debt [pdf]
#5High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Financial news tends to be written for people who can fill in a lot of blanks themselves.
Re: Financing the AI boom: from cash flows to debt [pdf]
#6High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Hmm. Perhaps too similar to pre-GFC when the ratings agencies' models never accounted for scenarios where home prices went down at the national level.
Re: Financing the AI boom: from cash flows to debt [pdf]
#7High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
> Is "medium growth" for the next 4 years really the worst people can think of?
At this point anything less than "medium growth" will crash the economy. We'll have bigger problems if that happens (think 2000 or 2008)
Re: Financing the AI boom: from cash flows to debt [pdf]
#8High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Can't you see how much money is being pumped into this lunacy? Of course it's going to succeed. Graphs for failire are such a bummer too and are bad for the economy...
Re: Financing the AI boom: from cash flows to debt [pdf]
#9High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Financial news tends to be written for people who can fill in a lot of blanks themselves.
Can't agree more, tech and finance bros have a lot in similar except when it comes to business.
Re: Financing the AI boom: from cash flows to debt [pdf]
#10High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?
Essentially yes? The stock market operates entirely on the assumption that the lines will keep going up. As soon as they flatten the whole thing collapses onto itself.