How AI learned to finance itself.
AI's self-funding flywheelEvery great technology boom eventually stops being just a technology story. It becomes a financing story. AI increasingly appears to be entering that phase. The chips are real. The demand may well be real. But debt markets, vendor financing, strategic investments and increasingly circular capital flows are becoming just as important as the technology itself.Up 1300%
Part two of a look at the AI buildout. The circular financing, enterprises pushing back on cost, DeepSeek undercutting everyone,…
The staggering capital requirements of the generative AI boom have forced the industry to devise highly creative methods to…
Skeptics of a recent investment spree involving OpenAI and others say deals raise questions about the robustness of the…
AI may transform the economy, but today’s spending boom looks fragile. Costs are surging, profits are uncertain, and the ultimate…
Using artificial intelligence is slowly getting expensive and more companies are beginning to question their embrace of the…
There are plenty of ways to invest in AI - but question marks remain for some people over future earnings and growth
