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What ZeroHedge has said about artificial intelligence
ZeroHedge, a financial markets blog. 6 statements from September 25, 2026 to October 21, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 21, 2026 · on X
“Situational Unawareness: Banks Ran Out Of Room To Lever Up The AI Trade, So They Made More”
- October 13, 2026 · on X
“Three months later they finally figured it out: Fed’s Goolsbee Says AI Boom Starting to Push Up Prices: Semafor Now if only higher rates could lower DRAM prices..”
- October 11, 2026 · on X
“Rabobank: 'Warsh's proposal to incorporate the deflationary effects of AI into the Fed's forecasts also seems to have been delayed, as Fed members are currently more concerned with its short-term inflationary effects. These are not contradictory schools of thought on AI: the short-term costs of adoption may ultimately be priced out, while long-term productivity gains could drive disinflation within the next few years, according to the Fed's Lisa Cook. For now, however, AI appears to be inflationary, particularly…”
ZeroHedge Reports Rabobank Analysis on AI's Short-Term Inflationary Impact →
- October 8, 2026 · on X
“The hyperscaler and AI pipeline for IG/HY debt is done: no more can fit. That's why everyone is scrambling to use SPVs/Project financing/chip-collateralized structures to fund capex before that last door slams shut too.”
ZeroHedge Claims AI/Hyperscaler Debt Funding Channels Are Closed →
- October 2, 2026 · on X
“Our tracker of hyperscaler off balance sheet liabilities shows $3.8 trillion as of Sept 30, up $700BN from June 30. Adding $250BN in hyperscaler IG debt, the DV01 issued by the AI ecosystem in Q3 was about 25% higher than all Treasury issuance That's why yields keep rising”
- September 25, 2026 · on X
“This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs”
ZeroHedge Reports Goldman Sachs Warning on Hyperscaler Spending →
Statements are reported from ZeroHedge’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: ZeroHedge. The beat: Artificial Intelligence.