Banks warn AI data center debt boom poses systemic risks

https://www.insurancejournal.com/news/international/2026/02/03/856623.htm

25 Comments

  1. no shit sherlock.. Everything hinges on the ability of openai to raise capital and stay afloat. If that does not happen, oracle will be the first domino to fall..

  2. Few_Confusion_9477 on

    That’s the point. They own all capital generation. Crash the economy for the rest of us. Buy up everything.

  3. chocolateAbuser on

    yeah when this bubble will burst all the companies that didn’t make it will have so may debts…

  4. CrackerJackKittyCat on

    > “AI firms, traditionally reliant on internal cash flows and equity, now face higher leverage, which could amplify shocks and affect the health of financial intermediaries,”

    Ah, LLMs have been around ling enough to have “traditional” funding schemes now?

    (I jest, yes were born from private equity, but that was like just yesterday in the grand scheme of things.)

  5. Sarcastic-Potato on

    The pot calling the kettle black..

    It’s the banks that are loaning AI companies all that money – maybe stop gambling?

  6. OpenAI is “sunk cost fallacy” on steroids right now. Anybody who already invested is now locked in – either they give up and lose their initial investments if they let OpenAI fail (by not providing enough new funding), or they put massive money in there to guarantee full success at some unknown point in time. It’s basically a “Too big (investment) to fail” kind of case. Even worse is that OpenAI itself drives the revenue of companies that have invested in it, making it extremely difficult to let OpenAI go bankrupt.

  7. Lol. But there this close to having every job replaced!!! They swear! Let that bubble pop please and don’t bail them out this time.

  8. The longer this bubble lasts, the more painful it will be for everyone else when it bursts. The only winners are going to be the bailed out billionaire tech bros.

  9. Systematic risk? Watch your wallet taxpayers, another massive bail out of billionaires is on its way!

  10. So they’re finally a problem when it’s the banks saying so, not when they make electricity unaffordable or suck up more water than nestle. Got it.

  11. Legitimate_Leader893 on

    I think the bank quote might be applicable there.. If I owe the bank a hundred dollars that’s my problem.. If I owe the bank millions or billions of dollar’s, that’s a bank problem

  12. ttubehtnitahwtahw1 on

    Sounds like a them and you problem and not a me problem. Time for you to figure that out, I guess.