AI-boble: Oracle Is First AI Domino To Fall After Barclays Downgrades Its Debt To Sell
12/11 13:18
Uddrag fra Zerohedge: Two months ago, when nobody was thinking about the massive debt that would be required to fund the trillions in data center capex spending, and when absolutely nobody was paying attention to Oracle’s CDS, we published “The Stunning Math Behind The AI Vendor Financing “Circle Jerk“, in which we laid out all the weakest links in the […]...