Nvidia has issued $25 billion in bonds, its first public debt sale since 2021, to support general corporate needs including refinancing existing debt. Despite its strong cash flow and credit ratings, Nvidia's move reflects a broader trend among tech giants like Amazon and Microsoft, who are increasingly borrowing to finance costly AI infrastructure. AI-related debt is projected to reach $570 billion in 2026, becoming the largest investment-grade sector and impacting pension funds and retirement accounts. Nvidia's entry into the bond market highlights the massive capital required for AI development and its growing influence on global finance.
A new debt market backed by graphics processing units (GPUs) has surged to $65 billion in 2025, with NVIDIA alone issuing $25 billion in bonds. This financialization of GPUs resembles the mortgage-backed securities that triggered the 2008 crisis, as ...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
Semiconductor ETFs like iShares and VanEck have delivered strong year-to-date returns driven by solid fundamentals and AI demand, but they face intense volatility and rising risks. Key holdings such as Micron, AMD, and Nvidia posted robust results, y...
On June 16, retail investors heavily bought SpaceX shares during its IPO debut, marking the largest retail net buying day for any recent IPO, while selling other stocks including major tech names like NVIDIA and Microsoft. SpaceX's market cap surged ...
Jim Chanos, a noted short seller, compares the current AI infrastructure spending surge to the telecom build-out bubble of 1999-2000, warning of a potential sharp market correction. He highlights risks for companies like NVIDIA, CoreWeave, Nebius, an...
