#NVDIA #$NVDA #CircularFinancing #AIDeals #AILoans #financing #AIBuildout #$BLK #GS #$BX #$APO #technology
NYT: the #$NVDA lending consortium “is in flux, according to three people involved ..
.. No loans have closed, and at least one of the six lenders that had agreed to it was on Thursday discussing dropping out, one of the people said.”
@nytimes.com #$BLK #$GS #$BX #$APO
www.nytimes.com/2026/11/13/b...
.. No loans have closed, and at least one of the six lenders that had agreed to it was on Thursday discussing dropping out, one of the people said.”
@nytimes.com #$BLK #$GS #$BX #$APO
www.nytimes.com/2026/11/13/b...
November 13, 2026 at 7:55 PM
Until households and firms at home carry a larger share of growth, a rout like Friday's is a warning about Chinese output as much as about chip valuations. #ChinaTrade #AIBuildout
November 10, 2026 at 3:40 AM
Until households and firms at home carry a larger share of growth, a rout like Friday's is a warning about Chinese output as much as about chip valuations. #ChinaTrade #AIBuildout
Finché famiglie e imprese in patria non sosterranno una quota maggiore della crescita, una disfatta come quella di venerdì è un avvertimento sulla produzione cinese tanto quanto sulle valutazioni dei chip.
#ChinaTrade #AIBuildout
#ChinaTrade #AIBuildout
November 10, 2026 at 3:43 AM
Finché famiglie e imprese in patria non sosterranno una quota maggiore della crescita, una disfatta come quella di venerdì è un avvertimento sulla produzione cinese tanto quanto sulle valutazioni dei chip.
#ChinaTrade #AIBuildout
#ChinaTrade #AIBuildout
Our view is that Europe's credit calm measures how deeply the region has lent into the AI build-out, not how far it has kept away from it.
#EuropeanCredit #AIBuildOut
#EuropeanCredit #AIBuildOut
November 6, 2026 at 12:30 PM
Our view is that Europe's credit calm measures how deeply the region has lent into the AI build-out, not how far it has kept away from it.
#EuropeanCredit #AIBuildOut
#EuropeanCredit #AIBuildOut
#AIBuildOut #AICapex #capex #AIInfrastructure #datacenters #DataCenters #AI #ArtificialIntelligence #Bain&Co #AISpending #infrastructure
‘Consultants at Bain & Co. predicted in late September that the likely revenue available from AI spending by consumers and companies by 2031 would be less than $2 trillion, which is far below the $6 trillion needed to justify planned investments.’ www.bloomberg.com/opinion/arti...
The AI Buildout Is Nearing Its Existential Phase
Fear of missing out has driven data-center developers to build as much computing capacity as possible, as swiftly as they can. But investors funding the projects are getting nervous. They’re suddenly ...
www.bloomberg.com
October 20, 2026 at 5:29 PM
Pennsylvania Data Center Backlash Rewrites AI Politics
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https://nile1.com/pennsylvania-data-center-backlash-rewrites-ai-politics/
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#aiBuildout #amazonDataCenterPennsylvania #dataCenterOpposition #gregAbbottDataCenters #hazleTownship #hyperscaleDataCenters #joshSha
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https://nile1.com/pennsylvania-data-center-backlash-rewrites-ai-politics/
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#aiBuildout #amazonDataCenterPennsylvania #dataCenterOpposition #gregAbbottDataCenters #hazleTownship #hyperscaleDataCenters #joshSha
October 11, 2026 at 9:56 AM
Pennsylvania Data Center Backlash Rewrites AI Politics
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https://nile1.com/pennsylvania-data-center-backlash-rewrites-ai-politics/
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#aiBuildout #amazonDataCenterPennsylvania #dataCenterOpposition #gregAbbottDataCenters #hazleTownship #hyperscaleDataCenters #joshSha
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https://nile1.com/pennsylvania-data-center-backlash-rewrites-ai-politics/
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#aiBuildout #amazonDataCenterPennsylvania #dataCenterOpposition #gregAbbottDataCenters #hazleTownship #hyperscaleDataCenters #joshSha
Going to be wild when the general public catches on that weee trading away things that’ll instantly make their lives better for an AIbuildout that might make their lives better at some point in the future
September 12, 2026 at 4:23 PM
Going to be wild when the general public catches on that weee trading away things that’ll instantly make their lives better for an AIbuildout that might make their lives better at some point in the future
'Tentacles of the #AIbuildout' reaching every asset class, says #J.P.Morgan's #GabriellaSantos youtu.be/F-VWY7QP6Aw
'Tentacles of the AI buildout' reaching every asset class, says J.P. Morgan's Gabriella Santos
YouTube video by CNBC Television
youtu.be
September 3, 2026 at 2:38 PM
'Tentacles of the #AIbuildout' reaching every asset class, says #J.P.Morgan's #GabriellaSantos youtu.be/F-VWY7QP6Aw
#RyanShrout of #Signal65 expects #DellTechnologies #DELL to remain in a strong position in the #AIbuildout. He says the company owning its #AIserver business outright gives Dell an advantage youtu.be/jcQeKlLKhZE
DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical
YouTube video by Schwab Network
youtu.be
September 1, 2026 at 8:30 PM
#RyanShrout of #Signal65 expects #DellTechnologies #DELL to remain in a strong position in the #AIbuildout. He says the company owning its #AIserver business outright gives Dell an advantage youtu.be/jcQeKlLKhZE
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 21, 2026 at 12:41 PM
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 19, 2026 at 12:39 PM
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 21, 2026 at 12:40 PM
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 19, 2026 at 12:39 PM
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
Alphabet is lining up up to $25 billion in fresh U.S. debt as it keeps pouring money into its AI buildout.
#Alphabet #Google #AI #AIBuildout #BondSale #DebtFinancing #CapitalExpenditure #BigTech #CloudComputing
#Alphabet #Google #AI #AIBuildout #BondSale #DebtFinancing #CapitalExpenditure #BigTech #CloudComputing
August 11, 2026 at 1:00 PM
Alphabet is lining up up to $25 billion in fresh U.S. debt as it keeps pouring money into its AI buildout.
#Alphabet #Google #AI #AIBuildout #BondSale #DebtFinancing #CapitalExpenditure #BigTech #CloudComputing
#Alphabet #Google #AI #AIBuildout #BondSale #DebtFinancing #CapitalExpenditure #BigTech #CloudComputing
market turns it into a higher bill. #UKGilts #FiscalSovereignty #AIBuildout
June 20, 2026 at 12:30 PM
market turns it into a higher bill. #UKGilts #FiscalSovereignty #AIBuildout
#DanIves, global head of tech research and
senior #equityanalyst at #WedbushSecurities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on #capex and the #AIbuildout, and how he views public-private partnerships on AI companies. youtu.be/pVyldAY2grE
senior #equityanalyst at #WedbushSecurities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on #capex and the #AIbuildout, and how he views public-private partnerships on AI companies. youtu.be/pVyldAY2grE
Micron Earnings to Be ‘Gut Check Moment’ for Markets, Dan Ives Says
YouTube video by Bloomberg Television
youtu.be
June 24, 2026 at 1:57 PM
#DanIves, global head of tech research and
senior #equityanalyst at #WedbushSecurities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on #capex and the #AIbuildout, and how he views public-private partnerships on AI companies. youtu.be/pVyldAY2grE
senior #equityanalyst at #WedbushSecurities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on #capex and the #AIbuildout, and how he views public-private partnerships on AI companies. youtu.be/pVyldAY2grE
“All four #hyperscalers are now borrowing hundreds of billions in bonds to keep the #aibuildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build #infrastructure that nobody has proven will generate enough revenue to pay for […]
Original post on mato.social
mato.social
June 7, 2026 at 9:07 AM
“All four #hyperscalers are now borrowing hundreds of billions in bonds to keep the #aibuildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build #infrastructure that nobody has proven will generate enough revenue to pay for […]
Texas becomes epicenter of U.S. AI expansion.
#OpenAIExpansion #StargateAI #TexasTech #ChatGPTFuture #AIBuildout
#OpenAIExpansion #StargateAI #TexasTech #ChatGPTFuture #AIBuildout
OpenAI Expands Stargate AI Data Center Network with Oracle and SoftBank
OpenAI Launches Stargate AI Data Center in Texas, Announces Expansion Across the United States Published: September-24-2025, 14:30 EDT OpenAI has
journosnews.com
September 24, 2025 at 2:42 AM
Texas becomes epicenter of U.S. AI expansion.
#OpenAIExpansion #StargateAI #TexasTech #ChatGPTFuture #AIBuildout
#OpenAIExpansion #StargateAI #TexasTech #ChatGPTFuture #AIBuildout