Stories by zerosizedweasle

Nvidia rises 7% as Jensen Huang says $660B capex buildout is sustainable

Welcome to the $600B AI era, where Big Tech is spending like it's a Gilded Age

Big Tech's 'breathtaking' $660B spending spree reignites AI bubble fears

Datacenter capex gravy train is over

Amazon Falls After Vowing to Spend $200B on AI This Year

CoreWeave walks a debt tightrope, counting on key customers to be its safety net

The $3T AI Data Center Build-Out Becomes All-Consuming for Debt Markets

Data Center Demand Story Doesn't Add Up

Banks seek out new buyers for Oracle data centre loans

AI's Lending Risk Getting Tougher to Compute

UAE Firm Took Stake in the Trump Family's Crypto Company

Oracle to raise $50B as AI debt piles up

Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk

What Oracle Has to Lose from OpenAI and Nvidia's Rocky Relationship

Nvidia and Oracle are sending similar warning signs about the AI trade

Private Credit Defaults Would Hit 13% in UBS Worst Case for AI

Japan's Bond Market Has a Warning for America

'Fell the enemies:' Illini Republicans support ICE amid Minnesota killings

Oracle to Raise Up to $50B This Year for Cloud Investment

Microsoft's $381B Rout Exposes Dark Side of the AI Binge

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