Financing the AI boom: from cash flows to debt [pdf]

Discussion (8 Comments)Read Original on HackerNews

datadrivenangel•about 1 hour ago

BIS released a larger report in June that identified AI financing/sustainability as one of the biggest risks for the global economy:

https://www.bis.org/publ/arpdf/ar2026e.htm

lbrito•25 minutes ago

High growth scenario and medium growth scenario (Graph 2). I feel like an idiot asking - aren't we missing some, or at least one, scenario? Is "medium growth" for the next 4 years really the worst people can think of?

anvuong•5 minutes ago

Essentially yes? The stock market operates entirely on the assumption that the lines will keep going up. As soon as they flatten the whole thing collapses onto itself.

oh_my_goodness•17 minutes ago

Financial news tends to be written for people who can fill in a lot of blanks themselves.

mohammedmsgm•13 minutes ago

Can't agree more, tech and finance bros have a lot in similar except when it comes to business.

Swizec•16 minutes ago

> Is "medium growth" for the next 4 years really the worst people can think of?

At this point anything less than "medium growth" will crash the economy. We'll have bigger problems if that happens (think 2000 or 2008)

jgalt212•17 minutes ago

Hmm. Perhaps too similar to pre-GFC when the ratings agencies' models never accounted for scenarios where home prices went down at the national level.

GlacierFox•16 minutes ago

Can't you see how much money is being pumped into this lunacy? Of course it's going to succeed. Graphs for failire are such a bummer too and are bad for the economy...

ChrisArchitect•about 2 hours ago

(January 2026)

Financing the AI boom: from cash flows to debt [pdf]

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Discussion (8 Comments)Read Original on HackerNews