#aiwarfare — Public Fediverse posts on home.social

"These developments point to a deeper structural reality, that the US national growth model is increasingly organised around a triangular system between private credit financing, AI infrastructure, and military demand. The financial and real economic fragility of which the private credit liquidity crisis is a symptom, is intersecting and converging with AI in structurally significant ways. While disrupting the software services universe, AI is absorbing large sums of capital for investments in chip production, data centres and related infrastructure (including in requirements such as land, energy sources, cooling systems, and computing capacity). A significant share of that investment is being funded with credit from private credit vehicles. It is now emerging that the hype around AI, driven by the surging demand for high-end chips produced by ‘market-favourite’ Nvidia and newer entrants like AMD, is now being questioned by the lack-lustre returns from deployment of AI by downstream businesses. While some firms do record revenue growth from AI use or deployment, the investment needed is proving to be difficult to justify for many others. So, the demand and revenue growth projections implicit in the rising valuations of AI firms themselves increasingly appear to be driven by hype rather than reasoned, evidence-backed judgements."

https://developingeconomics.org/2026/04/16/militarised-ai-private-credit-and-iran-war/

#USA #Iran #War #PrivateCredit #Finance #AI #BigTech #AIWarfare