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The AI Trade Too Big To Fail
David Roche argues that US AI investment, now over $3.1 trillion and rising, may be too big to fail without first failing. With China matching ~90% of US model performance at a fraction of the cost, and hundreds of billions in debt and off-balance-sheet commitments propping up hy…
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See David Roche on NDTV Profit: Oil Supply Crisis, AI Bubble Risk, and His Case for China and India
David Roche warns that a 16 to 18 million barrel per day global oil deficit, driven by falling Russian exports and surging Chinese demand, is colliding with an AI investment boom built on circular, highly leveraged financing. He sees no economic slowdown on the horizon to ease oi…
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