The AI Bubble Warning Just Came From Europe’s Central Bank (www.gadgetreview.com)

submitted 5 hours ago by technocrit@lemmy.dbzer0.com to c/fuck_ai@lemmy.world

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Passive investing turned everyone into a tech investor without anyone asking permission. That’s the uncomfortable reality your pension statement won’t spell out. Concentration risk isn’t theoretical — it’s sitting inside the funds you forgot you owned, quietly indexed to the same seven companies the ECB just flagged as the core of a potential AI Infrastructure financial stability problem.

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[-] chortle_tortle@mander.xyz 1 points 3 hours ago

Oh I agree. My point more was that this is the level of investment, and that these have to have perfect returns to be rational.

[-] schipelblorp@sh.itjust.works 1 points 43 minutes ago

Are they rationally including replacing GPUs every three years? I mean, how many years before they even pay off the GPUs they have now?

this post was submitted on 19 Aug 2026

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