Whale Factor
Whale Factor|10月 19, 2026 04:22
🐋 WHALE WATCH : The $10 TRILLION AI infrastructure boom is quietly turning into a DEBT CRISIS. While retail is distracted by GPU chips the physical buildout is hitting a massive wall. The numbers are staggering: => 47 major data center projects delayed blocked or withdrawn in 2026 alone. => Bernstein analysts say only 35% of planned US projects are actually credible. => 1000+ communities are fighting back against AI development. The canary in the coal mine ? CoreWeave just plunged 25% in a single week as Wall Street finally wakes up to the reality of its debt funded expansion. Developers borrowed BILLIONS. But if deadlines are missed AI companies can legally walk away leaving builders with empty shells and massive debts. Is the picks and shovels trade about to implode ?
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