zerosizedweasle

8 ms·

61.
by zerosizedweasle 8mo ago
*Amazon dropping like a stone on datacenter capex
62.
Datacenter capex gravy train is over
7 points by zerosizedweasle 8mo ago|4 comments
63.
Amazon Falls After Vowing to Spend $200B on AI This Year(bloomberg.com)
12 points by zerosizedweasle 8mo ago|1 comments
64.
CoreWeave walks a debt tightrope, counting on key customers to be its safety net(deepquarry.substack.com)
3 points by zerosizedweasle 8mo ago|0 comments
65.
The $3T AI Data Center Build-Out Becomes All-Consuming for Debt Markets(finance.yahoo.com)
4 points by zerosizedweasle 8mo ago|2 comments
66.
Data Center Demand Story Doesn't Add Up(bloomberg.com)
3 points by zerosizedweasle 8mo ago|0 comments
67.
by zerosizedweasle 8mo ago
If the loans are such a good value, then why do the banks want to get rid of them so badly? Dumb investors...
68.
Banks seek out new buyers for Oracle data centre loans(ft.com)
34 points by zerosizedweasle 8mo ago|10 comments
69.
AI's Lending Risk Getting Tougher to Compute(bloomberg.com)
5 points by zerosizedweasle 8mo ago|2 comments
70.
UAE Firm Took Stake in the Trump Family's Crypto Company(nytimes.com)
3 points by zerosizedweasle 8mo ago|0 comments
71.
Oracle to raise $50B as AI debt piles up(marketwatch.com)
48 points by zerosizedweasle 8mo ago|19 comments
72.
Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk(bloomberg.com)
3 points by zerosizedweasle 8mo ago|1 comments
73.
What Oracle Has to Lose from OpenAI and Nvidia's Rocky Relationship(wsj.com)
4 points by zerosizedweasle 8mo ago|0 comments
74.
Nvidia and Oracle are sending similar warning signs about the AI trade(morningstar.com)
3 points by zerosizedweasle 8mo ago|0 comments
75.
by zerosizedweasle 8mo ago
The lenders are so screwed, it’s hilarious
76.
Private Credit Defaults Would Hit 13% in UBS Worst Case for AI(bloomberg.com)
3 points by zerosizedweasle 8mo ago|1 comments
77.
Japan's Bond Market Has a Warning for America(bloomberg.com)
3 points by zerosizedweasle 8mo ago|1 comments
78.
'Fell the enemies:' Illini Republicans support ICE amid Minnesota killings(dailyillini.com)
2 points by zerosizedweasle 8mo ago|1 comments
79.
by zerosizedweasle 8mo ago
Debt markets seem pretty sick of Oracle at the moment. They're being sued by bondholder for their losses.
80.
Oracle to Raise Up to $50B This Year for Cloud Investment(bloomberg.com)
2 points by zerosizedweasle 8mo ago|3 comments
81.
by zerosizedweasle 8mo ago
(If they can) https://archive.is/x5jmZ I think Oracle is running up against the limits of how much money people will lend to them.
82.
Microsoft's $381B Rout Exposes Dark Side of the AI Binge(bloomberg.com)
8 points by zerosizedweasle 8mo ago|1 comments
83.
How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit(wsj.com)
4 points by zerosizedweasle 8mo ago|0 comments
84.
OpenAI Investment Was 'Never a Commitment,' Nvidia's Huang Says(bloomberg.com)
3 points by zerosizedweasle 8mo ago|2 comments
85.
Elon Musk pours millions more into helping Republicans keep Congress(politico.com)
26 points by zerosizedweasle 8mo ago|7 comments
86.
Marc Andreessen Bet Big on Trump. It's Paying Off for Silicon Valley(propublica.org)
25 points by zerosizedweasle 8mo ago|1 comments
87.
AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly(finance.yahoo.com)
2 points by zerosizedweasle 8mo ago|0 comments
88.
Private Credit Worries Bedevil Shares of Biggest Buyout Shops(bloomberg.com)
4 points by zerosizedweasle 8mo ago|0 comments
89.
by zerosizedweasle 8mo ago
Trump associated currencies crashing.
90.
Politicians Are Calling the Protests in Minnesota an Insurgency(nytimes.com)
10 points by zerosizedweasle 8mo ago|5 comments

More ›