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News
AI Capex Has Moved Into Credit's Jurisdiction
3+ week, 2+ day ago (355+ words) The second frame is starting to matter more. That is where the story changes shape. Those percentages look small until you remember they describe one slice of one technology cycle. At that scale, financing terms are no longer background plumbing....
AI Capex Is Turning Into an Infrastructure Bill
3+ week, 2+ day ago (1172+ words) The AI bubble argument got louder this week because it stopped being only about Nvidia's chart. Axios framed the U.S. as being in a capital squeeze, with federal debt, entitlement spending, defense, reindustrialization, housing, grid work, and AI data centers all…...