Saturday, 15 August 2026

Get The Hell Out Of AI Data Centers Before It Blows.

The excrement doesn't want to be the bag holders for billions. So, they're downloading it on affiliated or corporate-owned entities. Read insurance companies. But it gets worse: other future bag holders include private equity and private credit clients such as pension funds, money managers, mutual funds and assorted idiots in the financial sector such as regional banks. 

And are the rating agencies downrating those holding private credit? Nope, not at all. Same crap as in 2008. And the DOJ won't be charging anyone this time either.

It's all hype because financing isn't close to being investment-grade, the power grid can't handle the future capacity demand of data centers, and most people in at least several states don't want a data center in their backyard.

It's a private credit Ponzi scheme coming to a pension fund near you. 

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