Skip to content

$ ls /en/analysis | page 21

English analysis

Page 21 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

Jul 13, 20268 min readmacroThe AI boom under the BIS lens: real revolution, opaque financing, possible overcapacityThe BIS finds computing investment above its dot-com peak as AI capex shifts toward debt. The open questions are productivity, demand and overcapacity.Jul 13, 20265 min readmarketsAI circular financing: when the same dollar goes round and comes back as revenueOpenAI has roughly $1.4tn of compute commitments against about $13bn in revenue. Map how funding loops through Nvidia and cloud providers.Jul 13, 20268 min readaiThe debt behind AI: off-balance-sheet SPVs, bonds, private creditAI capex is moving from hyperscaler cash flow into bonds, off-balance-sheet SPVs, private credit and insurers. Follow the financing chain and its risks.