AI demand is still screaming. Credit markets have simply decided that enormous demand does not give borrowers a free pass on leverage.🔥 PPI jumped 1.3% in September and 6.3% year over year.📉…
The AI infrastructure industry is pursuing insurance capital while American homebuyers are still paying mortgage rates above 7%.🏦 Goldman Sachs reported $18.68 billion in quarterly revenue.⚡…
An Australian AI infrastructure company just scrapped a proposed multibillion-dollar IPO. Meanwhile, hundreds of millions of dollars are being committed to private real assets, institutional buyers…
Wall Street is celebrating. The credit markets would like a word.📈 S&P 500: 7,811.54 after Friday's rally.💰 10 year Treasury: 5.24%.🏠 Mortgage rates: 7.40%.🤖 Waymo: $5 billion in new debt…
Nvidia backed Firmus tried to take a multibillion dollar data center IPO to market.Investors said: show us the economics.Meanwhile, Google’s Wyoming data center structure includes roughly $1.8B of new…
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash before the separation, then steps down…
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash before the separation, then steps down…
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash before the separation, then steps down…
💰 Amazon is exploring moving roughly $8B of Nvidia Blackwell GPUs into an outside SPV, then leasing the same chips back for AWS and AI workloads. The proposed vehicle would use outside debt and…
💰 Broadcom can provide Anthropic with up to $42B of financing around a $125.2B compute commitment. That is the real underwriting question now: when the supplier can also become the lender, how much…
