Striking

Israel is launching an increasing number of incursions into southwest Syria, targeting both the Quneitra and Daraa Governorates. At least 22 such incursions have already been documented so far this month, with more happening all the time. The highest profile incidents in recent days have been happening in Daraa Governorate, around the village of Maariyah, […]

Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle",  which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which...