angry_impala
AI's Building Boom Meets a Blue Wave. 'Neocloud' Stocks Fall
CoreWeave Bonds Hit New Lows as Texas Data Centers in Crosshairs
Re:The AI Boom May Be Sowing Seeds of Another Financial Crisis
on Tuesday November 03, 2026 @05:12PM (#50358993)
Nothing is ever really priced in when it comes in into layered structured debt and credit default swaps. Not even the default swaps.
Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 months
on Tuesday November 03, 2026 @04:54PM (#50358748)
I think the that they feel the need to do these off balance sheet shenanigans is the issue. They're obviously extremely worried that their credit rating is going to be downgraded otherwise, why bother?
Re:The AI Boom May Be Sowing Seeds of Another Financial Crisis
on Tuesday November 03, 2026 @04:39PM (#50358564)
I get it, I'm just saying when people point to GPU prices as some sort of proof this is all logical, it's actually the place where the logic begin to unravel the most blatantly. They have more GPUs then they will be able to plug in for at least a few years.
Re:The AI Boom May Be Sowing Seeds of Another Financial Crisis
on Tuesday November 03, 2026 @04:31PM (#50358468)
Yeah, but how logical is that when you don't even have the electrical grid capacity to turn on all the GPUs that have already been bought?
US tech giants' hidden AI debt swells 90% to $3.2T in 6 months
The AI Boom May Be Sowing Seeds of Another Financial Crisis
Junk debt rout sparks 'bloodbath' for credit investors
The neocloud shakeout is coming, and even the neoclouds seem to know it
Credit Swaps for Tech Companies Reach Records Amid Supply Fears
Texas Data Center Boom Collides with Backlash Ahead of Midterms
HSBC Seeks to Hedge Data Center Debt with Credit Risk Insurance
AI Industry's Gamble on Trump Crashes into New Political Reality
What Wall Street Thinks About the AI Trade Now
Alphabet's Revenue Miss Reignites Fears over AI Spending Binge
Re:Meta has a new AI pet app called Waddle World
on Thursday October 29, 2026 @01:15AM (#50284822)
We've reached the tamagotchi stage of the bubble
Banks Shelve Bond Sale for Anthropic-Tied Texas Data Center
Re:I Used AI to Replace Apps I Was Paying for [video]
on Wednesday October 28, 2026 @01:38PM (#50277602)
Any sufficiently complex AI driven project is more hassle than it is worth. People are paying for software because they don't want to think about it. This isn't going main stream.
Re:The regular investor gets in on Wall Street's record stock borrowin...
on Wednesday October 28, 2026 @01:16PM (#50277051)
No way this doesn't end in a complete disaster x_X