Rebalancing The Odds: Here's What Wall Street Won't Tell You About 'AI Credit'

Top economist warns that the AI math doesn’t make sense: 'Profits are currently being funded by investors…

Apollo economist: AI models lose 59% margins while chipmakers earn 41%—the boom is investor-funded, not customer-driven. This inverted structure is unsustainable: if hyperscaler capex slows, the entire supply chain collapses. ROI must materialize fast or the system breaks.