The Hidden Economic Time Bomb: How AI’s ’Asset-Heavy’ Model Threatens US Stability

Silicon Valley's latest obsession could be Wall Street's next reckoning.

Beneath the hype of AI's trillion-dollar potential lies a dangerous pivot—one that loads balance sheets with hard assets while soft-pedaling the risks. Call it the 'concrete-and-chips' economy.

When algorithms demand warehouses

Today's AI isn't just code in the cloud. The new generation requires data centers, specialized hardware, and infrastructure that would make a 19th-century railroad baron blush. Every large language model now needs its own physical empire.

The debt domino effect

Financing these bets means collateralized loans against depreciating tech—a recipe for the kind of systemic risk that keeps Treasury officials awake at 3 AM. Remember when 'move fast and break things' only broke apps? Now it's breaking credit markets.

Bonus jab: At least the bankers will finally understand blockchain—they'll be too busy repo-ing GPUs to argue about decentralization.