Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
Jul 20, 2026 at 16:42 19 12
Citadel puts a number on AI chip debt: $500 billion by 2028
Ken Griffin's team is the first major hedge fund to quantify the systemic exposure from AI infrastructure debt—and the number is large enough to matter for credit markets.
Aug 4, 2026 at 23:33 11 8
Oracle credit risk climbs as AI capex balloons: the debt-financing story gets its rating warning
Oracle continues to attract the attention of agencies: AI/capex debt weighs on credit quality. The thread `ai-debt-financing` gains an officially rated signal.
Jul 26, 2026 at 18:40 10 10
SoftBank near a $40B loan syndication for OpenAI - the debt leg keeps growing
After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
Jul 22, 2026 at 12:41 19 8
Oracle one step away from junk: S&P puts a name on the risk, and that name is OpenAI
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 32 7
AI demand is exposing the largest US power grid to curtailment risk
Data centers on the PJM grid—the largest in the US—may face forced shutdowns to prevent blackouts. AI infrastructure is arriving faster than transmission capacity can support it.
Aug 19, 2026 at 09:35 10 10
Anthropic eyes a $10B+ credit line before its IPO - and the terms will tell the real story
A credit facility of this scale is strategic, not desperate—but debt service is fixed regardless of revenue.
Aug 19, 2026 at 09:34 13 18
Hyperscalers' natural gas bet may become their next stranded asset
New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
Aug 14, 2026 at 18:57 3 5
What 50 open source projects taught GitHub about security in the AI era
GitHub's security analysis of 50 major open source projects finds that AI-assisted development has expanded the attack surface faster than governance has adapted—hallucinated dependencies, subtle logic errors, and signature mismatches are the three recurring patterns.
Aug 13, 2026 at 20:44 8 9
Nvidia's $500B GPU recycling plan: brilliant vendor economics, real systemic risk
Nvidia is reportedly planning a $500 billion program to vendor-finance data center deployments using older-generation GPUs—converting stranded inventory into recurring revenue while deepening the AI industry's structural debt dependency.
Aug 13, 2026 at 20:42 13 11
OpenAI partners with Sophos for MSPs – AI cybersecurity arrives in SMEs via resellers
OpenAI/Sophos partnership targets managed service providers. Cybersecurity AI is becoming more accessible—and with it, the risks of large-scale defensive homogeneity.
Aug 10, 2026 at 16:29 9 5
AI funding spree shows signs of strain: SpaceX sell-off, rising borrowing costs, and the first cracks in the stack
The AI funding machine is still running—but Nikkei Asia documents the first visible pressure points: higher borrowing costs for AI companies, the SpaceX secondary sell-off, and institutional investors recalibrating risk.
Aug 8, 2026 at 09:57 11 13