The AI infrastructure boom is funded by a complex web of investments, as tech companies pour money into one another and foreign investors funnel still more cash into the industry. That flow of foreign money is also creating global imbalances — and flashbacks to the run-up to the 2008 financial crisis.

On today’s Big Take podcast, Bloomberg’s Shawn Donnan and Bloomberg Economics’ Tom Orlik join David Gura on the AI industry’s global money machine: how it works and what risks it could pose to the global economy if the AI trade doesn’t deliver fast enough.

Read more:

AI’s Giant Money Loop Is Drawing Foreign Cash Like 2008
National Bureau of Economic Research: Financing the AI Buildout

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Host: David Gura; Guests: Shawn Donnan and Tom Orlik; Produced by David Fox, Brunella Tipismana Urbano; Edited by Tracey Samuelson; Engineering by Emma Munger.

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AI’s Giant Money Loop Is Feeling Very 2008

Big Take

AI’s Giant Money Loop Is Feeling Very 2008