Finance

2 articles tagged with "Finance"

From Semiconductors to Gold, Real Estate, and Subprime: The Financialization and Risk of AI Infrastructure Insight

From Semiconductors to Gold, Real Estate, and Subprime: The Financialization and Risk of AI Infrastructure

GPUs and ASICs are turning from parts into a store of value, then real estate, then leveraged financial products. I trace CoreWeave, SPVs, and the move into leveraged loans and CLOs, and check the structural similarities to the 2008 subprime crisis with a calm eye on the risk.

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The Alchemy of AI Chips — Inside the $8.5 Billion GPU-Backed Financing and Its Bubble Risk Insight

The Alchemy of AI Chips — Inside the $8.5 Billion GPU-Backed Financing and Its Bubble Risk

Examining how CoreWeave and others are turning NVIDIA GPUs into gold-like financial collateral, and why this chip-backed lending boom may echo past financial bubbles.

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