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662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal
662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal
Unless you have lived under a rock for the last year (or month), you will know that the explosive growth of artificial intelligence is fueling a massive infrastructure buildout.
In a chart book published nearly simultaneously with Moody’s report, Apollo Global Management chief economist Torsten Slok worked to put the enormity of data center spending into perspective.
With total capital expenditure on data centers estimated at roughly $646 billion, or about 2% of U.S. GDP, Slok noted that is...
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Sep 7, 2026 / Tyler Durden
Chinese Oil Demand Unexpectedly Soars, Sending Shanghai Crude Above $100, With Brent Prices Set To Follow
Chinese Oil Demand Unexpectedly Soars, Sending Shanghai Crude Above $100, With Brent Prices Set To Follow
One of the reasons why the price of oil failed to soar during the "actively kinetic" phase of the Iran war, when shipments through Hormuz were effectively halted and the world faced a shortage of about 10-15mmb/d, is that Chinese oil demand plunged. Whether due to a sharp slowdown in the economy (which after the sudden "recap" of China's banks appears very likely) or due to an aggressive drain of China's strategic reserve, the...
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Feb 27, 2026 / Tyler Durden
US Offers $10 Million For Capture Of Sinaloa Cartel Boss Brothers
US Offers $10 Million For Capture Of Sinaloa Cartel Boss Brothers
Following the Mexican Army Special Forces' decapitation strike against the Jalisco New Generation Cartel (CJNG) by killing Nemesio "El Mencho" Oseguera Cervantes - and, as we now know, with U.S. intelligence aiding the operation - the ongoing dismantling of the Mexican cartel command and control networks appears to be moving full steam ahead.
On Thursday, the State Department issued a release stating that the U.S. government would offer $10 million for the capture of two alleged Sinaloa Cartel bosses in...
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Aug 28, 2026 / John W. And Nisha Whitehead
The Bunker State: The Government Will Survive, but Will the Constitution?
What began publicly as Donald Trump’s lavish, taxpayer-funded vision of a gilded White House ballroom is now being justified by the administration—in and out of court—as a matter of national security. To President Trump, it seems, a ballroom by any other name is a bunker. And what a bunker it is. Court documents indicate the massive subterranean military […]
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