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The AI Boom Is Now Running on Debt

The AI Boom Is Now Running on Debt

SpaceX, Broadcom, and Oracle lined up 150 billion in AI debt in a week, and credit insurance spiked.

Markets

+1

The First Humanoid Robot Company Goes Public

The First Humanoid Robot Company Goes Public

Unitree lists at a $9B valuation with something almost no competitor has: a profit.

Markets

+2

Nvidia Is Now the Sixth-Largest Shareholder in SpaceX

Nvidia Is Now the Sixth-Largest Shareholder in SpaceX

A $10B investment in xAI became a $21B stake in a rocket company. That was the point.

Markets

+2

OpenAI's Revenue Mix Just Flipped. Its People Are Leaving.

OpenAI's Revenue Mix Just Flipped. Its People Are Leaving.

A research lab becoming an enterprise software company gets better revenue and a different institution.

Premium

+2

Big Tech Has Quietly Promised $1.5 Trillion for AI

Big Tech Has Quietly Promised $1.5 Trillion for AI

Purchase commitments don't sit on the balance sheet like debt. That's exactly why they matter.

Markets

+2

The AI Price War Is Running in Two Directions at Once

The AI Price War Is Running in Two Directions at Once

Why the cheap model got expensive and the expensive models got cheap.

Premium

+2