I'd argue (almost)every party in the economy is making a dangerous bet on the AI boom. Capex is great for boosting the economy, but eventually the debt that fun

I'd argue (almost)every party in the economy is making a dangerous bet on the AI boom. Capex is great for boosting the economy, but eventually the debt that funded said capex comes due..combine that with the depreciation of the underlying assets(chips, buildings, etc.) and I don't see how this doesn't destroy balance sheets wholesale.