Jim Chanos: Much of the financial economy now depends on the AI buildout
GaryMarcus · x · 2026-09-25
On the RiskReversal podcast with Gary Marcus, famed short-seller Jim Chanos argued that a large share of the financial economy now hinges on the AI infrastructure buildout — not just data centers and model labs, but Caterpillar, GE, and extensive on-the-ground construction and labor. A bear-case warning about systemic exposure to the AI capex boom.
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