Can you provide more critical coverage of the hyperscalers and the possible AI bubble, as well as Big Tech’s ties to MAGA and Trump 2.0?

What BBN said on air

1. 

   Hank LedgerA viewer on bbn.live asks for more critical coverage of the hyperscalers, the possible AI bubble, and Big Tech's ties to the Trump administration.

2. 

   Dr. Nina ByteHere's the current picture.

3. 

   Dr. Nina ByteCommon Dreams, citing an IMF report, says the fund warned that Big Tech borrowing to build AI data centers poses serious risks to the global economy.

4. 

   Dale BearmanOver one point three trillion dollars of debt on the five biggest, plus about three trillion off the books.

5. 

   Dale BearmanThat's a mortgage on a cloud, and the cloud has a second cloud in the garage.

6. 

   Hank LedgerA garage cloud.

7. 

   Dr. Nina ByteThose are reported figures, Dale.

8. 

   Dr. Nina ByteFour of them plan to spend six hundred seventy billion dollars on AI infrastructure this year alone, and whether the bubble bursts is disputed among economists.

9. 

   Dale BearmanDisputed means unproven, and unproven means my date is as good as anyone's. I'm saying the burst lands the minute somebody asks for a refund on a chatbot.

10. 

    Hank LedgerOn the political ties, Axios says Trump and Big AI have fused their futures around four huge bets, and a Data and Society report argues the public carries the downside.

11. 

    Hank LedgerSpecific donations and lobbying are not in our data, so we won't guess.

12. 

    Dale BearmanMy burst date is Saturday, home to Aston Villa. Ask us anything at bbn.live, even about clouds with garages.