The Hiddn Financial Bubble in AI Infrastructure [pdf] (financial-ai-bubble.pagey.site)

Is it really hidden if it's hiding in plain sight?

There's also an HTML version here: https://financial-ai-bubble.pagey.site

This is the same bubble everyone is talking about for a while now. GPUs don’t last long enough to justify the infrastructure cost. But what if they exist for longer than current estimated life cycles? That’s always my question as someone using A80s and A100s in 2026.

Was this written by an LLM? It def reads like it!