@nswigger @failedLyndonLaRouchite
3) The AI bubble crashes the US economy so badly that there's hyperinflation on the US dollar and $3.4 T is roughly the cost of a small loaf of bread in 2040.
I do wonder if this is the goal for a load of the datacenter investors: buying a load of land and so on as fixed-interest bond debt and pushing inflation up so much that inflation is much higher than the interest rate so that the debt evaporates.