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Treasury Has an Internal Report Warning About the Dangers of an AI Bubble

https://www.notus.org/economy/treasury-internal-report-warning-dangers-ai-bubble
3•dartharva•1h ago

Comments

westurner•27m ago
Way, way oversold and that's all debt; (because they think that it's a joyride and that they get to just dump the post at the end).

The economics of computing will need to change in order to sustainably satisfy demand for AI services.

If there's going to be a crash, can the AI companies even liquidate the chips they bought? At mil-grade, they cannot.

Will there then be a glut of RAM instead of the current perfect storm of geopolitical stressors and alleged collusion?

Meta recently posted a solution for reusing decommissioned RAM with CXL and Vistara; "Meta reuses old RAM in new servers with custom bridge chip" https://news.ycombinator.com/item?id=48778956 .. https://aisystemcodesign.github.io/papers/isca26/vistara_cam... :

> to newer servers as expanded memory alongside servers’ local memory (e.g., DDR5 DIMMs). This approach offers a compelling combination of benefits: near zero-cost memory expansion through recycling, performance gains from higher memory capacity, and a reduced carbon footprint.

Circularly recyclable chips would increase the liquidation value of existing AI datacenters.

AI datacenters are angering people; cooling tower wash in the paltry remaining water pressure, loud hum, emissions from generators, steam for dumb cooling that's not zero water for example.

When the malarky hits the fan for some of these oversold AI companies, will there be constraints defining what is an acceptable AI datacenter?

GAN Lateral Superjunction Schottky Diode

https://www.powerelectronicsnews.com/gan-lateral-superjunction-schottky-diode/
1•stmw•1m ago•1 comments

Ask HN: I use coding agents daily, but how do real engineers use them?

1•getlawgdon•3m ago•0 comments

Help Web Attackers Self Report

https://nochan.net/b/Internet-Crap/20260524-Help-Attackers-Self-Report/
1•Bender•4m ago•1 comments

Show HN: Built a Website for People Who Miss the Old Web

https://www.dailicle.com/
1•lucky-solanki•4m ago•0 comments

HTML vs. JSON for LLMs: the format was a wash, the strategy was everything

https://www.lightningjar.com/blog/barkup-bench-results
1•kevinpeckham•7m ago•0 comments

How Google and AI Nearly Made a Seasoned Reporter Spiral

https://www.propublica.org/article/google-ai-reporting
1•Jimmc414•7m ago•0 comments

Loop Engineering: Design the Loop, or Be the Loop

https://clairetsao.substack.com/p/loop-engineering-design-the-loop
1•missmoss•7m ago•0 comments

AI Rocky from 'Project Hail Mary'

https://www.raspberrypi.com/news/ai-rocky-from-project-hail-mary/
1•Brajeshwar•7m ago•0 comments

Kani: A Model Checker for Rust

https://arxiv.org/abs/2607.01504
2•Jimmc414•8m ago•0 comments

Low-Background Steel

https://en.wikipedia.org/wiki/Low-background_steel
5•mh-cx•9m ago•0 comments

What security checks should an AI-built SaaS run before launch?

https://preflightio.com
1•continium•10m ago•0 comments

Kars – treat every AI agent as untrusted code, on Kubernetes

https://github.com/Azure/kars
1•pallakatos•10m ago•0 comments

Check out this new fitness app

https://gymia.fit
1•user2121•11m ago•0 comments

Designing z-order terminology in 2d space

https://meetzaveri.medium.com/designing-z-order-terminology-for-craftbase-a-whiteboard-app-in-2d-...
1•meet_zaveri•14m ago•1 comments

Teaching the New Loop

https://freesystems.substack.com/p/teaching-the-new-loop
1•paulpauper•15m ago•0 comments

Life with Hazard Ratios

https://dynomight.net/hazard-ratios/
1•surprisetalk•15m ago•0 comments

The AI Superforecasters Are Here

https://www.astralcodexten.com/p/the-ai-superforecasters-are-here
2•surprisetalk•16m ago•0 comments

Should DayQuil Be Legal?

https://www.theargumentmag.com/p/should-dayquil-be-legal
5•paulpauper•17m ago•0 comments

Will California's Wealth Tax Raise $100B or Lose $25B?

https://everywheremillionaire.substack.com/p/will-californias-wealth-tax-raise
2•paulpauper•17m ago•0 comments

Whimsy and the Literacy Crisis [video]

https://www.youtube.com/watch?v=CkBgnfn9Y7g
1•natebc•21m ago•1 comments

There's a Good Reason You Can't Concentrate

https://www.nytimes.com/2026/03/27/opinion/technology-mental-fitness-cognitive.html
2•zeroonetwothree•21m ago•0 comments

Startup bets that investors want to trade compute like a commodity

https://www.axios.com/2026/07/06/ornn-gpu-compute-commodity
1•Brajeshwar•21m ago•0 comments

Meko Is Open for Self Sign-Up

https://www.yugabyte.com/blog/meko-self-sign-up-get-started/
2•3littlefish•21m ago•1 comments

Microsoft says it is ramping up its quantum computing security work

https://www.techradar.com/pro/security/advances-in-quantum-research-and-development-have-shifted-...
1•mooreds•23m ago•1 comments

An Interview with Eve Maler

https://ciamweekly.substack.com/p/an-interview-with-eve-maler
1•mooreds•23m ago•0 comments

Writing Node.js Addons with .NET Native AOT

https://devblogs.microsoft.com/dotnet/writing-nodejs-addons-with-dotnet-native-aot/
1•birdculture•24m ago•0 comments

Trump intervention causes World Cup storm as FIFA clears US striker Balogun

https://www.reuters.com/sports/soccer/trump-intervention-sparks-world-cup-storm-fifa-clears-balog...
3•kleiba2•25m ago•2 comments

Eternal Software Initiative Based on Subleq One-Instruction-Set Computer

https://github.com/adriancable/eternal
2•lioeters•26m ago•0 comments

Car touchscreens are cheap, not good

https://ben.stolovitz.com/posts/car-touchscreens-are-cheap-not-good/
6•citelao•26m ago•5 comments

Walmart Faces Illinois Biometric Suit over Recorded Call Voiceprints

https://idtechwire.com/walmart-faces-illinois-biometric-suit-over-recorded-call-voiceprints/
2•root-parent•27m ago•0 comments