Nvidia's $500 Billion AI Backlog Dwarfs Market Concerns
Nvidia sits on $500 billion of booked AI chip orders spanning 2025 and 2026, a backlog that makes the recent semiconductor selloff look like a categor
CoreWeave
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Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness saw its assets shrink from
a peak of $45 billion earlier this month to roughly $10 billion by Thursday after forced liquidation of leveraged equity positions to Citadel at a dis
Google Cloud Customers Spend 50% Over Commitments as Capex Balloons
Google Cloud customers are paying roughly 50% more than their contracted commitments, a figure Thomas Kurian offered up Thursday as proof that the uni
Moody's Warns AI Buildout Threatens Hyperscaler Credit Quality
Moody's Ratings has put the market on notice: the trillion-dollar-a-year race to build artificial intelligence infrastructure is cracking the financia