Wallstreetcn.com cited a CICC research report, which analyzed that the current AI industry possesses both hard-tech and "real estate-like" attributes simultaneously, with its financing model shifting from equity to debt expansion and structured finance. Bloomberg Economics research indicates that as of the end of June 2026, overseas investors' exposure to core AI-related sectors in the US stock market has reached approximately $4.9 trillion, with its share of their total US stock holdings surging from about 10% in 2019 to nearly 20%. Loudoun County has halted new data center approvals and established a $120 million fiscal stabilization fund to prevent a repeat of the 2008 fiscal collapse if the computing power bubble bursts. The International Monetary Fund (IMF) predicts that the global surplus savings increment will reach $1.95 trillion from 2023 to the end of 2026, higher than before the 2008 crisis. Frederic Neumann, Chief Asia Economist at HSBC Holdings, warned that if AI investments falter, the US, the dollar, and global markets will face painful adjustments.