AI Is Financing Its Own Boom

August 10, 2026 – Zach Abraham and Chase Taylor dig into one of the strangest dynamics in the AI buildout: companies helping finance the customers buying their own products. They discuss Nvidia’s reported push toward a massive financing structure, why real AI demand can coexist with serious questions about capital scarcity and return on investment, and why Zach is willing to reconsider parts of his AI thesis without ignoring the financial risks underneath it. They also cover rising oil and Treasury yields, the latest developments involving Iran and the Strait, and why investors have to separate what they want to happen from what the incentives and fundamentals actually suggest.