Uploaded September 2026 | Updated September 2026, 27 minutes ago
when half of economic “growth” is fake
pivot-to-ai.com/2026/09/07/ai-data-centre-finance-building-a-bigger-and-bigger-bomb - blog post
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Sources:
From resilience to robustness? bis.org/publications/aer-2026-0
The multiplying risks of financing data centres ft.com/content/9cb63980-cd43-419d-a7e5-42039b9fd01e
Are credit rating agencies getting fed up with hyperscalers? ft.com/content/623c286b-c973-4488-83f3-97e9016e85f6
Previously on Pivot to AI:
OpenAI does deals to make a deal — and the money is getting worried pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried
video: youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA
Banks turn data centre loans into 2008-style financial time bombs pivot-to-ai.com/2026/05/11/banks-turn-data-centre-loans-into-2008-style-financial-time-bombs
video: youtube.com/watch?v=LuBlliJ8QMU&list=UU9rJrMVgcXTfa8xuMnbhAEA
Data centres get too hot for Texas politicians pivot-to-ai.com/2026/08/18/data-centres-get-too-hot-for-texas-politicians
video: youtube.com/watch?v=KfAJWeIoucM&list=UU9rJrMVgcXTfa8xuMnbhAEA
Everybody hates the AI, more and more pivot-to-ai.com/2026/08/25/everybody-hates-the-ai-more-and-more
video: youtube.com/watch?v=ABcEse_MEtk&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: stock illustration by Studiostoks
when half of economic “growth” is fake
pivot-to-ai.com/2026/09/07/ai-data-centre-finance-building-a-bigger-and-bigger-bomb - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com
Social media:
https://circumstances.run/@davidgerard
https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy
Logitech MX Brio Ultra HD 4K Collaboration and Streaming Webcam (Graphite) amzlinks.in/B08KWILxJ (UK) amzn.to/4iQCZP4 (US)
Sources:
From resilience to robustness? bis.org/publications/aer-2026-0
The multiplying risks of financing data centres ft.com/content/9cb63980-cd43-419d-a7e5-42039b9fd01e
Are credit rating agencies getting fed up with hyperscalers? ft.com/content/623c286b-c973-4488-83f3-97e9016e85f6
Previously on Pivot to AI:
OpenAI does deals to make a deal — and the money is getting worried pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried
video: youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA
Banks turn data centre loans into 2008-style financial time bombs pivot-to-ai.com/2026/05/11/banks-turn-data-centre-loans-into-2008-style-financial-time-bombs
video: youtube.com/watch?v=LuBlliJ8QMU&list=UU9rJrMVgcXTfa8xuMnbhAEA
Data centres get too hot for Texas politicians pivot-to-ai.com/2026/08/18/data-centres-get-too-hot-for-texas-politicians
video: youtube.com/watch?v=KfAJWeIoucM&list=UU9rJrMVgcXTfa8xuMnbhAEA
Everybody hates the AI, more and more pivot-to-ai.com/2026/08/25/everybody-hates-the-ai-more-and-more
video: youtube.com/watch?v=ABcEse_MEtk&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: stock illustration by Studiostoks
