Atlantic in AI Crash Scenario

current situation

an enormous amount of investment

Global AI Spending Forecast for 2025: $375 Billion (Expected to be $500 Billion in 2026)

Nvidia Breaks $5 Trillion Market Cap For The First Time In History

The United States is effectively transforming into an “NVIDIA-state.”

Data Center Construction Boom

30 data centers under construction in New Carlisle, Indiana alone

Power consumption expected in 2 Atlanta cities upon completion

AI-related spending accounts for 92% of GDP growth in first half of 2025

red flags

a profitability issue

OpenAI: $4 billion in revenue and $5 billion in losses last year

Microsoft: OpenAI Investments Lose Over $3 Billion In Three Months

McKinsey Survey: 80% Of AI Introduction Companies Have No Significant Impact On Earnings

bubble sign

a relatively modest return on investment compared to a huge investment
Slow down in technological advancement – improvements in new AI models gradually decrease

Chips in the data center are outdated in years

collapse scenario

the risks of financial engineering

Big Tech Firms Work With Private Equity to Hide Debt

Bond data center rents and repackage them into financial products

A similar structure to the 2008 subprime mortgage crisis

the possibility of a chain collapse

Tech stocks tumble if AI companies fail to keep their promises

Hedge funds’ forced selling spreads financial damage
Pension funds, mutual funds, insurers, ordinary investors transferred

The collapse of private equity funds could cripple the global financial system

✔️ Problems of circular investment

OpenAI → $300 Billion to Oracle

Tens of billions of dollars paid to Oracle → Nvidia

Nvidia → $100 Billion Investment in OpenAI 😊

Experts: “This Can’t Last Forever”

a dilemma

It’s a problem even if you succeed. It’s a problem even if you fail

On Success: Super-intelligent AI Destroys Countless Jobs, Economic Shock

Failing: Unprecedented financial turmoil

a lesson

For the past 20 years, Silicon Valley has prioritized growth and scale, ignoring side effects, and the data center construction boom is in its extreme form. Any scenario is expected to cause substantial and painful disruption to the general public.