The sticker shock seen by anyone trying to upgrade their smart phone or laptop in 2026?

That is the AI investment boom, funded (ultimately) by the mother of all credit bubbles unleashed post pandemic. It has distorted markets ranging from electric power generation, transformers, diesel back up generators, cooling systems, memory, CPUs and of course, GPUs. It is important to keep in mind that the technology can be real and become ubiquitous (like how high speed optical fiber connections are no — via @svembu

AI investment boom and credit bubble distort power, transformer, and diesel markets.