AI’s Giant Money Loop Is Feeling Very 2008

The AI infrastructure boom is funded by a complex web of investments, as tech companies pour money into one another and foreign investors funnel still more cash into the industry. That flow of foreign money is also creating global imbalances — and flashbacks to the run-up to the 2008 financial crisis.

On today’s Big Take podcast, Bloomberg’s Shawn Donnan and Bloomberg Economics’ Tom Orlik join David Gura on the AI industry’s global money machine: how it works and what risks it could pose to the global economy if the AI trade doesn’t deliver fast enough.

AI’s Giant Money Loop Is Drawing Foreign Cash Like 2008
National Bureau of Economic Research: Financing the AI Buildout

View profiles for each of the world’s 500 richest people, see the biggest movers, and compare fortunes or track returns on the Bloomberg Billionaires Index.

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Host: David Gura; Guests: Shawn Donnan and Tom Orlik; Produced by David Fox, Brunella Tipismana Urbano; Edited by Tracey Samuelson; Engineering by Emma Munger.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1024)

Weekend Listen: In Defense of Melania

As US journalist Azadeh Moaveni was writing her latest book, ‘The East Wing’, a history of America's first ladies and their staff, President Donald Trump’s demolition of that very part of the White Ho...

11 Loka 38min

Inside Jane Street: The Enigmatic Firm That Rules Wall Street

Jane Street just eclipsed Goldman Sachs and JPMorgan as the biggest trading house on Wall Street. It pulled in nearly $40 billion in trading revenue in 2025. And it’s so enigmatic that to the outside ...

9 Loka 16min

What Happens When the Billionaires Brexit

Ultra-wealthy individuals in the UK have been fleeing the country, after sweeping Labour Party tax reforms led to a crackdown on overseas wealth. For the first time, new data from the Bloomberg Billio...

8 Loka 17min

Could Democrats Actually Flip Texas This Time?

President Trump is campaigning in Texas on Wednesday, rallying voters in a state that’s long been a Republican stronghold. His efforts in traditionally red states around the country show how surprisin...

7 Loka 16min

The Surprising People Getting Very Rich Off AI

Beyond software and chips, the AI boom relies on good old-fashioned manufacturing of essential components – a skill that has made a new class of people very, very rich. On today’s Big Take Asia podcas...

6 Loka 14min

Europe’s Debt Problem Is Back

Bond yields are climbing from the US to Japan — pushing up borrowing costs and putting fresh stress on governments, markets and consumers. In France, that strain could deepen into a broader crisis for...

5 Loka 20min

Weekend Listen: Google’s James Manyika on AI Risk

Amid growing concern over AI risks, top tech executives were summoned to the White House this past week and agreed to US President Donald Trump’s preferred alternative to federal regulation. The accor...

4 Loka 41min