Jonathan Weil Warns Funding Gap Could End AI Boom

Financial analyst Jonathan Weil warns that a funding gap could signal the end of the artificial intelligence boom. He argues that risks may first appear in the collateral supporting AI-infrastructure loans, particularly if chip-resale values, utilization, and rental rates decline at the same time.

Weil suggests that capital may continue to flow into the sector even as the collateral for some loans becomes increasingly difficult to value. He calls for better data to make these risks visible to investors and lenders before a funding gap occurs.