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jmbar2

(8,056 posts)

6. A big potential crack in the AI infrastructure sector happened in the past two days

Reply to Aviation Pro (Original post)

Tue Apr 21, 2026, 08:59 PM

Tuesday

Chris Oxley is a great follow on YouTube. He is tracking risks in the private credit markets, and in this video, discusses the sudden departure of the CEO and CFO of Fermi, one of the nation's largest AI infrastructure companies.

They have sucked up billions of dollars to build out AI infrastructure, but not getting the customers willing to pay for it.
He feels that this sector could pull down a bunch of related and unrelated sectors. Big risk for the markets.

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I don't know about you, but I'm getting a very 2007 - 2008 feeling about the market [View all] Aviation Pro Tuesday OP

I got a statement from one of my investment funds and from February to March 31st kimbutgar Tuesday #1

That must have been a wild ride. Scrivener7 Tuesday #3

I got out of the market the day the orange Jesus was inaugurated. Scrivener7 Tuesday #2

The issues you raise are being kicked around on YouTube hourly bucolic_frolic Tuesday #4

More like 2000-2001. Same incestuous, circular deals artificially inflating values... pat_k Tuesday #5

A big potential crack in the AI infrastructure sector happened in the past two days jmbar2 Tuesday #6