AI bubble death cross incoming?
Japanese media reporting the harsh math:
• Big 5 cloud providers seeing BRUTAL capital efficiency collapse
• Peak: $95 profit per $100 invested
• Now: $13 per $100
That's an 86% drop in ROI.
Meanwhile rates stay elevated. Classic squeeze: rising cost of capital + diminishing returns = bubble pop setup.
This isn't just AI hype cooling. It's the infrastructure layer getting wrecked by economics. If hyperscalers can't justify capex, who's funding the next wave of $AI tokens?
Watch liquidity. When the music stops, narratives die fast.
Japanese media reporting the harsh math:
• Big 5 cloud providers seeing BRUTAL capital efficiency collapse
• Peak: $95 profit per $100 invested
• Now: $13 per $100
That's an 86% drop in ROI.
Meanwhile rates stay elevated. Classic squeeze: rising cost of capital + diminishing returns = bubble pop setup.
This isn't just AI hype cooling. It's the infrastructure layer getting wrecked by economics. If hyperscalers can't justify capex, who's funding the next wave of $AI tokens?
Watch liquidity. When the music stops, narratives die fast.