AI “Circle Jerk” Rages On: Microsoft, Nvidia Invest $15 Billion In Anthropic Two months ago, when nobody was talking about the coming AI debt tsunami needed to bankroll trillions in data-center capex, and nobody was paying attention to Oracle’s CDS quietly blow out, and well ahead of the Bank of England’s AI valuation warning, we published “The Stunning Math Behind The AI Vendor Financing “Circle Jerk,” essentially laying out all the weakest links in the swelling global AI bubble. In the report, we laid out the ridiculous circle-jerk vendor financing schemes concocted by the handful of top players to pretend their revenue is… — Continue at ZeroHedge News : Read More
