This AI, or to be more accurate AGI and ASI madness if it continues, is going to need a lot of compute. Compute is the current term used in AI circles to mean the computers to develop and then perform the AI. A lot of compute. A lot of money to be borrowed and I would operate on the assumption that every bank in the US today has a green light to lend for AI. Like every bank has lent to oil drillers for 25 years. Oh sure, there have been dozens of billions of defaults. So what? It isn't even a flesh wound. Billions, trillions, whatever. The US with it's continuing record output has totally rewritten the global supply demand balance.