Patrick Boyle On Finance

Is AI’s Circular Financing Inflating a Bubble?


Listen Later

The AI boom isn’t just about algorithms — it’s about money, power, and a race to build infrastructure on a scale we’ve never seen before. In this weeks podcast, we break down the circular deals between OpenAI, Nvidia, Amazon, Anthropic, and even Elon Musk’s business empire — and ask the hard questions: Who’s paying for this? Where will the electricity come from? And is the industry building a Möbius strip of venture capital and gigawatts that could collapse under its own weight?We’ll explore:The spaghetti diagram of AI’s biggest playersOpenAI’s trillion-dollar data center ambitionsWhy Nvidia’s demand might not be what it seemsThe risk of stranded assets and systemic leverageHow geopolitics and energy constraints could shape the future


Patrick's Books:

Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Ways To Support The Channel:

Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle


...more
View all episodesView all episodes
Download on the App Store

Patrick Boyle On FinanceBy Patrick Boyle

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

170 ratings


More shows like Patrick Boyle On Finance

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,071 Listeners

Masters in Business by Bloomberg

Masters in Business

2,183 Listeners

Odd Lots by Bloomberg

Odd Lots

1,985 Listeners

Trumponomics by Bloomberg

Trumponomics

351 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

377 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,447 Listeners

Behind the Money by Financial Times

Behind the Money

226 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

533 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

427 Listeners

Economics Explained by Economics Explained

Economics Explained

152 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

217 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

396 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

192 Listeners

The Economics Show by Financial Times

The Economics Show

151 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

154 Listeners