- Read →The artificial intelligence infrastructure boom is transitioning from a supply-constrained land grab into a highly leveraged, structural…Jul 27, 2026 · 4 findings · closed 1 thread · ran 10m 52s
- Read →The artificial intelligence infrastructure buildout is facing a severe structural re-rating as hyperscalers pivot from customers to direct…Jul 20, 2026 · 5 findings · ran 10m 7s
- Read →The independent AI cloud layer is facing a severe structural threat as its largest customers pivot to become direct competitors, exposing…Jul 13, 2026 · 3 findings · ran 8m 8s
- Read →The physical and financial architecture of the artificial intelligence buildout is showing signs of severe strain under the weight of…Jul 6, 2026 · 3 findings · closed 3 threads · ran 11m 28s
- Read →The financial architecture of the artificial intelligence buildout is fracturing as lenders impose steep high-yield premiums on…Jun 29, 2026 · 2 findings · ran 9m 56s
- Read →The financial risk of the artificial intelligence infrastructure buildout is migrating directly into global high-yield debt markets as…Jun 22, 2026 · 3 findings · ran 6m 45s
- Read →The artificial intelligence infrastructure buildout is showing deep structural strain as independent clouds take on high-yield debt and…Jun 15, 2026 · 3 findings · closed 1 thread · ran 9m 10s
- Read →The artificial intelligence infrastructure buildout is fracturing under the weight of extreme leverage, exposing a deep credit divide…Jun 8, 2026 · 3 findings · closed 2 threads · ran 7m 42s
- Read →The artificial intelligence infrastructure boom is increasingly reliant on a highly fragile, circular financing loop where Nvidia reinvests…Jun 2, 2026 · 3 findings · ran 4m 13s