Is AI’s Circular Financing Inflating a Bubble? episode artwork

EPISODE · Aug 23, 2026 · 27 MIN

Is AI’s Circular Financing Inflating a Bubble?

from Patrick Boyle · host Patrick Boyle

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/BOYLE and use code BOYLE to protect your privacy! 🙌🏻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 video, we break down the circular deals between OpenAI, Nvidia, Amazon, Anthropic, and even Elon Musk’s 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 futureIf you want to understand the economics behind the hype — and why this might be the biggest corporate investment project in history — watch now.Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvC Ways To Support The ChannelPatreon: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://www.buymeacoffee.com/patrickboyleVisit our website: https://www.onfinance.orgFollow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.socialBusiness Inquiries ➡️ [email protected] Boyle On Finance Podcast:Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0bApple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313Google Podcasts: https://tinyurl.com/62862nveJoin this channel to support making this content:https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Aug 23, 2026

Embed this episode

Ready to play

Is AI’s Circular Financing Inflating a Bubble?

0:00 27:58

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Patrick Boyle?

This episode is 27 minutes long.

When was this Patrick Boyle episode published?

This episode was published on August 23, 2026.

Can I download this Patrick Boyle episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!