Ed Ziron wrote an article titled The Subprime Data Center Crisis (22 July 2026).
Continue reading “AI Data Center SPVs are analogous to subprime mortgage CDOs”$1.65 trillion in off-balance-sheet AI debt
Kohei Yamada wrote an article for Nikkei Asia titled Five US tech giants’ hidden debts soar to $1.65tn on opaque AI funding (21 July 2026).
“Hidden debt at U.S. tech giants swelled eightfold in roughly four years to an estimated $1.65 trillion as artificial intelligence investments ballooned., a Nikkei study shows, exceeding actual [reported] debt and making it tougher for investors to assess risk.”
Continue reading “$1.65 trillion in off-balance-sheet AI debt”Netflix: cash incineration strategy
Evan Johnson wrote a blog post titled The End of Streaming’s Golden Age (July 1, 2022).
Continue reading “Netflix: cash incineration strategy”
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