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The Upcoming AI Spend Slowdown?
The Upcoming AI Spend Slowdown?
Submitted by Peter Tchir of Academy Securities
We have been attacking this issue orthogonally for the past few weeks.
Last weekend’s Cheap China Compute brought up several issues facing the AI Spend.
On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following:
Enough electricity, especially at peak usage times, to fulfill their commitments.
Access to water and other resources to function.
Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...
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USSS Chief Says Hilton Site Was 'Set Up Perfectly,' Critics Disagree
USSS Chief Says Hilton Site Was 'Set Up Perfectly,' Critics Disagree
Authored by Susan Crabtree via RealClearPolitics,
The head of the U.S. Secret Service is defending security arrangements at last Saturday’s White House Correspondents’ Association dinner, saying he would not change a thing about the security plan, even as questions continue to swirl around the shooting and his leadership of the agency.
“The site was set up perfectly, I will tell you I would not change the site again,” Secret Service Director Sean Curran told Fox News host Will Cain Thursday.
Curran said...
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Apr 9, 2026 / Tyler Durden
CoreWeave Expands Meta AI Deal To $21 Billion, Issues $4.25 Billion In New Convertible & Junk Debt
CoreWeave Expands Meta AI Deal To $21 Billion, Issues $4.25 Billion In New Convertible & Junk Debt
CoreWeave has expanded its agreement to supply Meta with AI computing capacity, lifting the total value of the deal to $21 billion, as reported by Bloomberg. The updated terms extend AI cloud services through December 2032.
This means that circular financing circle jerk we've been tracking since last year continues.
LOL
*COREWEAVE INKS $14 BILLION META DEAL TO SUPPLY COMPUTING POWER
ye daily circle jerk
— zerohedge (@zerohedge) September 30, 2025
The deal underscores a broader truth in the...
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Jul 21, 2026 / Tyler Durden
"Demand Signal Is Real": US Bipartisan Senate Delegation Touts Defense Boom At Farnborough Airshow
"Demand Signal Is Real": US Bipartisan Senate Delegation Touts Defense Boom At Farnborough Airshow
The Farnborough International Airshow kicked off on Monday and is one of the world's largest aerospace, aviation and defense trade shows. It is held every two years at Farnborough Airport in Hampshire.
A Reuters report says that a bipartisan group of nine US senators urged allied European defense giants to expand production, as there is soaring demand for missiles, bombs, drones, and interceptors, and as Congress moves to boost defense spending.
"Our message is encouragement to them...
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