Wall Street Funds AI Bubble: GPUs Aren't Railroad Tracks, Sadly
The AI summer insanity train keeps speeding thanks to Wall Street's love affair with 'structured credit'—basically complex borrowing gymnastics that no one actually understands but everyone's pretending is fine. Veteran BI reporter Dakin Campbell, with nearly two decades of Wall Street battle scars, warns this risk-spreading method makes following the money like chasing smoke in a bonfire. Zuckerberg and Altman, fueled by childhood sci-fi dreams and egos the size of Tesla factories, continue betting on AGI profits coming someday, maybe, eventually. Meanwhile, 60% of AI infrastructure spending vanishes fast in GPUs that die quicker than your last diet, unlike railroad tracks that mournfully last for centuries. And generators? Sure, Grammarly is making Dakin's friends decent writers, but actual dependable AI problem-solving? Not yet. This AI bonfire is blazing, just don't ask for s'mores yet.
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When Wall Street cooks up 'structured credit' to fund AI, it's like using training wheels on a rocket - fun to watch, spectacularly unlikely to end well, but hey, someone’s gotta keep the lights on in the GPU bonfire.
Throwing billions at GPUs that last fewer years than your Netflix subscription is a bold new investment strategy—sponsored by delusion, powered by sci-fi-nerd CEOs with day jobs in making chatbots guess right.
Structured credit spreading risk is just code for 'we’ll figure out who loses money later.' Meanwhile, Zuckerberg's betting on becoming a legend or at least keeping AI hype alive till his next VR product flops.
Source: Businessinsider | Published: 10/13/2025 | Author: Alistair Barr,Dakin Campbell
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