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Brookings paper warns financing for a $10.3 trillion AI buildout is moving off balance sheets
Stijn Van Nieuwerburgh's Brookings paper projects $10.3 trillion in US AI investment through 2032, 3.63% of GDP a year against the railroads' 2.24%. It warns that more of the money is moving into off-balance-sheet vehicles that can hide correlated exposures before a downturn.
Publishers:cryptopolitan.com
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