Eleven Charts Show the Financial Side of the AI Boom, Part Two
Original title11 Charts the AI Industry Doesn’t Want You to See (pt. 2)
AISummary
Alberto's second chart compilation argues the AI boom shows bubble signals, covering concentration in the top 10 S&P 500 companies at 40%, record datacenter cancellations, and historically extreme investor leverage. The piece also tracks hyperscaler capex heading past $1 trillion by 2027 and contrasts AI token output with actual labor productivity gains.
Source: The Algorithmic Bridge · thealgorithmicbridge.comPublished · added here