# sources

node_name: Hyperscaler AI Capex Supercycle
created_at: 2026-04-10 10:49:25
url:
https://cernocapital.com/accounting-for-ai-financial-accounting-issues-and-capital-deployment-in-the-hyperscaler-landscape

title:
cernocapital.com: Accounting for ai financial accounting issues and capital deployment in the hyperscaler landscape


node_name: HBM Memory Triopoly
created_at: 2026-04-10 10:49:25
url:
https://www.trendforce.com/news/2025/12/23/news-memory-price-surge-reportedly-to-push-samsung-sk-hynix-gross-margins-above-tsmc-in-4q25

title:
trendforce.com: News memory price surge reportedly to push samsung sk hynix gross margins above tsmc in 4q25


node_name: TSMC CoWoS Packaging Chokepoint
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-26-tsmc-boosts-cowos-capacity-as-nvidia-dominates-advanced-packaging-orders-through-2027

title:
markets.financialcontent.com: Tokenring 2025 12 26 tsmc boosts cowos capacity as nvidia dominates advanced packaging orders through 2027


node_name: Training-to-Inference Economic Shift
created_at: 2026-04-10 10:49:25
url:
https://www.softwareseni.com/the-ai-inference-market-in-2025-hardware-consolidation-pricing-wars-and-what-it-means-for-buyers/

title:
softwareseni.com: The ai inference market in 2025 hardware consolidation pricing wars and what it means for buyers


title: datacenterfrontier.com: Deep data center neoclouds as the picks and shovels of the ai gold rush
node_name: Neocloud Business Model
created_at: 2026-04-10 10:49:25
url:
https://www.datacenterfrontier.com/cloud/article/55284280/deep-data-center-neoclouds-as-the-picks-and-shovels-of-the-ai-gold-rush


title: goldmansachs.com: Why ai companies may invest more than 500 billion in 2026
node_name: AI Revenue-to-Capex Gap
created_at: 2026-04-10 10:49:25
url:
https://www.goldmansachs.com/insights/articles/why-ai-companies-may-invest-more-than-500-billion-in-2026


title: investorplace.com: The ai capex debate misallocation or generational roic
node_name: AI Revenue-to-Capex Gap
created_at: 2026-04-10 10:49:25
url:
https://investorplace.com/hypergrowthinvesting/2026/02/the-ai-capex-debate-misallocation-or-generational-roic/


title: wwt.com: When less means more how jevons paradox applies to our post deepseek world
node_name: Jevons Paradox in AI Compute
created_at: 2026-04-10 10:49:25
url:
https://www.wwt.com/wwt-research/when-less-means-more-how-jevons-paradox-applies-to-our-post-deepseek-world


title: npr.org: Ai deepseek economics jevons paradox
node_name: Jevons Paradox in AI Compute
created_at: 2026-04-10 10:49:25
url:
https://www.npr.org/sections/planet-money/2025/02/04/g-s1-46018/ai-deepseek-economics-jevons-paradox


title: bisnow.com: Built for this moment data center reits equinix digital realty hitting ai stride 133220
node_name: Data Center REIT Physical Layer
created_at: 2026-04-10 10:49:25
url:
https://www.bisnow.com/national/news/data-center-capital-markets/built-for-this-moment-data-center-reits-equinix-digital-realty-hitting-ai-stride-133220


node_name: Data Center REIT Physical Layer
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-2-17-equinix-rockets-to-10-billion-revenue-guidance-as-the-inference-era-takes-center-stage

title:
markets.financialcontent.com: Marketminute 2026 2 17 equinix rockets to 10 billion revenue guidance as the inference era takes center stage


node_name: CoreWeave GPU Debt Wall
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/finterra-2026-2-23-the-gpu-debt-wall-a-deep-dive-into-coreweave-crwv-and-the-2026-ai-financing-crisis

title:
markets.financialcontent.com: Finterra 2026 2 23 the gpu debt wall a deep dive into coreweave crwv and the 2026 ai financing crisis


title: nextplatform.com: 5215794
node_name: CoreWeave GPU Debt Wall
created_at: 2026-04-10 10:49:25
url:
https://www.nextplatform.com/cloud/2026/04/09/coreweave-takes-as-much-financial-engineering-as-it-does-datacenter-design/5215794


title: delloro.com: Ethernet is winning the war against infiniband in ai back end networks
node_name: Broadcom Dual-Platform Dominance
created_at: 2026-04-10 10:49:25
url:
https://www.delloro.com/news/ethernet-is-winning-the-war-against-infiniband-in-ai-back-end-networks/


node_name: Broadcom Dual-Platform Dominance
created_at: 2026-04-10 10:49:25
url:
https://www.financialcontent.com/article/marketminute-2026-3-23-the-backbone-of-the-billion-dollar-brain-broadcom-solidifies-ai-infrastructure-dominance-after-landmark-march-earnings

title:
financialcontent.com: Marketminute 2026 3 23 the backbone of the billion dollar brain broadcom solidifies ai infrastructure dominance after landmark march earnings


node_name: LLM Token Deflation Race
created_at: 2026-04-10 10:49:25
url:
https://www.gartner.com/en/newsroom/press-releases/2026-03-25-gartner-predicts-that-by-2030-performing-inference-on-an-llm-with-1-trillion-parameters-will-cost-genai-providers-over-90-percent-less-than-in-2025

title:
gartner.com: 2026 03 25 gartner predicts that by 2030 performing inference on an llm with 1 trillion parameters will cost genai providers over 90 percent less than in 2025


title: deloitte.com: Ai infrastructure compute strategy
node_name: Agentic AI Compute Multiplier
created_at: 2026-04-10 10:49:25
url:
https://www.deloitte.com/us/en/insights/topics/technology-management/tech-trends/2026/ai-infrastructure-compute-strategy.html


title: itif.org: Decoupling risks semiconductor export controls harm us chipmakers innovation
node_name: US Chip Export Control Paradox
created_at: 2026-04-10 10:49:25
url:
https://itif.org/publications/2025/11/10/decoupling-risks-semiconductor-export-controls-harm-us-chipmakers-innovation


node_name: US Chip Export Control Paradox
created_at: 2026-04-10 10:49:25
url:
https://www.hstoday.us/subject-matter-areas/infrastructure-security/the-semiconductor-sanction-paradox-how-u-s-chip-controls-are-fueling-chinas-technological-rise

title:
hstoday.us: The semiconductor sanction paradox how u s chip controls are fueling chinas technological rise


title: tortoisecapital.com: Nuclear infrastructure investing why ais power demand changes everything
node_name: Nuclear PPA Capital Formation
created_at: 2026-04-10 10:49:25
url:
https://tortoisecapital.com/nuclear-infrastructure-investing-why-ais-power-demand-changes-everything


node_name: Nuclear PPA Capital Formation
created_at: 2026-04-10 10:49:25
url:
https://logisticsviewpoints.com/2025/10/10/navigating-the-energy-demands-of-ai-how-data-center-growth-is-transforming-utility-planning-and-power-infrastructure/

title:
logisticsviewpoints.com: Navigating the energy demands of ai how data center growth is transforming utility planning and power infrastructure


title: fanaticalfuturist.com: Openai gpt 5 is costing 500 million per training run and still failing
node_name: Frontier Model Training Cost Escalation
created_at: 2026-04-10 10:49:25
url:
https://www.fanaticalfuturist.com/2025/05/openai-gpt-5-is-costing-500-million-per-training-run-and-still-failing


title: epoch.ai: Why gpt5 used less training compute than gpt45 but gpt6 probably wont
node_name: Frontier Model Training Cost Escalation
created_at: 2026-04-10 10:49:25
url:
https://epoch.ai/gradient-updates/why-gpt5-used-less-training-compute-than-gpt45-but-gpt6-probably-wont


node_name: Project Stargate National Infrastructure Play
created_at: 2026-04-10 10:49:25
url:
https://the-decoder.com/stargates-500-billion-ai-infrastructure-project-reportedly-stalls-over-unresolved-disputes-between-openai-oracle-and-softbank

title:
the-decoder.com: Stargates 500 billion ai infrastructure project reportedly stalls over unresolved disputes between openai oracle and softbank


title: cnbc.com: Openai first data center in 500 billion stargate project up in texas
node_name: Project Stargate National Infrastructure Play
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/09/23/openai-first-data-center-in-500-billion-stargate-project-up-in-texas.html


title: networkworld.com: Nvidia targets inference as ais next battleground with groq 3 lpx
node_name: LPU Architecture NVIDIA Inference Hedge
created_at: 2026-04-10 10:49:25
url:
https://www.networkworld.com/article/4146684/nvidia-targets-inference-as-ais-next-battleground-with-groq-3-lpx.html


title: tomshardware.com: Nvidia enterprise roadmap rubin rubin ultra feynman and silicon photonics
node_name: NVIDIA Architecture Treadmill
created_at: 2026-04-10 10:49:25
url:
https://www.tomshardware.com/tech-industry/semiconductors/nvidia-enterprise-roadmap-rubin-rubin-ultra-feynman-and-silicon-photonics


title: techconstant.com: The depreciation trap why the ai bubble is real inevitable and irrelevant
node_name: AI Circular Financing Loop
created_at: 2026-04-10 10:49:25
url:
https://www.techconstant.com/the-depreciation-trap-why-the-ai-bubble-is-real-inevitable-and-irrelevant/


node_name: Hyperscaler Custom Silicon (XPU) Strategy
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-5-the-silicon-sovereignty-era-hyperscalers-break-nvidias-grip-with-3nm-custom-ai-chips

title:
markets.financialcontent.com: Tokenring 2026 1 5 the silicon sovereignty era hyperscalers break nvidias grip with 3nm custom ai chips


node_name: HBM Memory Supply Chokepoint
created_at: 2026-04-10 10:49:25
url:
https://www.notebookcheck.net/SK-hynix-sells-out-its-DRAM-NAND-and-HBM-chip-supply-to-Nvidia-through-2026-as-AI-demand-outpaces-Samsung-and-Micron-s-capacity.1151402.0.html

title:
notebookcheck.net: SK hynix sells out its DRAM NAND and HBM chip supply to Nvidia through 2026 as AI demand outpaces Samsung and Micron s capacity.1151402.0


title: astutegroup.com: Sk hynix holds 62 of hbm micron overtakes samsung 2026 battle pivots to hbm4
node_name: HBM Memory Supply Chokepoint
created_at: 2026-04-10 10:49:25
url:
https://www.astutegroup.com/news/general/sk-hynix-holds-62-of-hbm-micron-overtakes-samsung-2026-battle-pivots-to-hbm4/


node_name: Broadcom XPU Design Monopoly
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-2-2-broadcoms-custom-ai-silicon-boom-beyond-the-google-tpu

title:
markets.financialcontent.com: Tokenring 2026 2 2 broadcoms custom ai silicon boom beyond the google tpu


node_name: Nuclear Power AI Anchor Tenant Model
created_at: 2026-04-10 10:49:25
url:
https://www.datacenterdynamics.com/en/news/three-mile-island-nuclear-power-plant-to-return-as-microsoft-signs-20-year-835mw-ai-data-center-ppa/

title:
datacenterdynamics.com: Three mile island nuclear power plant to return as microsoft signs 20 year 835mw ai data center ppa


title: cressetcapital.com: Market update 12 17 25 2026 outlook is ai a bubble
node_name: AI Capex-Revenue Chasm
created_at: 2026-04-10 10:49:25
url:
https://cressetcapital.com/articles/market-update/market-update-12-17-25-2026-outlook-is-ai-a-bubble/


node_name: AI Capex-Revenue Chasm
created_at: 2026-04-10 10:49:25
url:
https://www.tradingview.com/news/invezz:751717ae0094b:0-looking-ahead-to-2026-why-hyperscalers-can-t-slow-spending-without-losing-the-ai-war/

title:
tradingview.com: Invezz:751717ae0094b:0 looking ahead to 2026 why hyperscalers can t slow spending without losing the ai war


node_name: Power Grid Interconnection Queue Bottleneck
created_at: 2026-04-10 10:49:25
url:
https://www.landgate.com/news/power-first-data-centers-in-2025-how-grid-constraints-are-repricing-land-leases-and-revenue

title:
landgate.com: Power first data centers in 2025 how grid constraints are repricing land leases and revenue


title: itif.org: Five concerns about ai data centers and what to do about them
node_name: Power Grid Interconnection Queue Bottleneck
created_at: 2026-04-10 10:49:25
url:
https://itif.org/publications/2026/04/06/five-concerns-about-ai-data-centers-and-what-to-do-about-them/


node_name: GPU Depreciation Useful-Life Manipulation
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/11/11/big-short-investor-michael-burry-accuses-ai-hyperscalers-of-artificially-boosting-earnings.html

title:
cnbc.com: Big short investor michael burry accuses ai hyperscalers of artificially boosting earnings


title: cnbc.com: Nvidia gpus google tpus aws trainium comparing the top ai chips
node_name: Hyperscaler Custom Silicon Substitution
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/11/21/nvidia-gpus-google-tpus-aws-trainium-comparing-the-top-ai-chips.html


node_name: Nuclear Power PPA as AI Demand Commitment
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-1-the-nuclear-option-microsoft-and-constellation-energys-resurrection-of-three-mile-island-signals-a-new-era-for-ai-infrastructure

title:
markets.financialcontent.com: Tokenring 2026 1 1 the nuclear option microsoft and constellation energys resurrection of three mile island signals a new era for ai infrastructure


title: pewresearch.org: What we know about energy use at us data centers amid the ai boom
node_name: Power Grid Interconnection Queue
created_at: 2026-04-10 10:49:25
url:
https://www.pewresearch.org/short-reads/2025/10/24/what-we-know-about-energy-use-at-us-data-centers-amid-the-ai-boom/


title: itif.org: Four reasons new ai data centers wont overwhelm the electricity grid
node_name: Power Grid Interconnection Queue
created_at: 2026-04-10 10:49:25
url:
https://itif.org/publications/2026/04/07/four-reasons-new-ai-data-centers-wont-overwhelm-the-electricity-grid/


node_name: Nuclear PPA First-Mover Energy Moat
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-4-8-nextera-energy-and-terrapower-announce-landmark-smr-partnership

title:
markets.financialcontent.com: Tokenring 2026 4 8 nextera energy and terrapower announce landmark smr partnership


title: fortune.com: Openai cash burn rate annual losses 2028 profitable 2030 financial documents
node_name: OpenAI Financial Burn Architecture
created_at: 2026-04-10 10:49:25
url:
https://fortune.com/2025/11/12/openai-cash-burn-rate-annual-losses-2028-profitable-2030-financial-documents/


title: info.fusionww.com: Inside the ai bottleneck cowos hbm and 2 3nm capacity constraints through 2027
node_name: TSMC CoWoS Packaging Monopoly
created_at: 2026-04-10 10:49:25
url:
https://info.fusionww.com/blog/inside-the-ai-bottleneck-cowos-hbm-and-2-3nm-capacity-constraints-through-2027


title: humai.blog: 15 9 profit growth why boring utilities suddenly became the hottest ai trade
node_name: Power Utility AI Windfall
created_at: 2026-04-10 10:49:25
url:
https://www.humai.blog/15-9-profit-growth-why-boring-utilities-suddenly-became-the-hottest-ai-trade/


node_name: Power Utility AI Windfall
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-1-13-the-power-infrastructure-boom-ais-new-picks-and-shovels-strategy

title:
markets.financialcontent.com: Marketminute 2026 1 13 the power infrastructure boom ais new picks and shovels strategy


title: energynow.com: The 3 trillion ai data center build out becomes all consuming for debt markets
node_name: AI Infrastructure Debt Supercycle
created_at: 2026-04-10 10:49:25
url:
https://energynow.com/2026/02/the-3-trillion-ai-data-center-build-out-becomes-all-consuming-for-debt-markets/


title: mellon.com: Record breaking ai related debt issuance in 2025
node_name: AI Infrastructure Debt Supercycle
created_at: 2026-04-10 10:49:25
url:
https://www.mellon.com/insights/insights-articles/record-breaking-ai-related-debt-issuance-in-2025.html


node_name: AI Infrastructure Debt Supercycle
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-1-16-the-billion-dollar-borrowing-binge-how-ai-hyperscalers-are-redefining-the-2026-bond-market

title:
markets.financialcontent.com: Marketminute 2026 1 16 the billion dollar borrowing binge how ai hyperscalers are redefining the 2026 bond market


title: about.bnef.com: Ai data center build advances at full speed five things to know
node_name: AI Infrastructure Pork Cycle
created_at: 2026-04-10 10:49:25
url:
https://about.bnef.com/insights/commodities/ai-data-center-build-advances-at-full-speed-five-things-to-know


title: bebeez.eu: Data center colo results q4 2025 digital realty equinix iron mountain american tower
node_name: AI Infrastructure Value Waterfall
created_at: 2026-04-10 10:49:25
url:
https://bebeez.eu/2026/03/10/data-center-colo-results-q4-2025-digital-realty-equinix-iron-mountain-american-tower


title: theinvestorchannel.substack.com: Coreweaves 22b gamble why the market now sees 40 default risk
node_name: GPU-Backed Debt Flywheel
created_at: 2026-04-10 10:49:25
url:
https://theinvestorchannel.substack.com/p/coreweaves-22b-gamble-why-the-market-now-sees-40-default-risk


title: investors.coreweave.com: CoreWeave Closes Landmark 8 5 Billion Financing Facility
node_name: GPU-Backed Debt Flywheel
created_at: 2026-04-10 10:49:25
url:
https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-Landmark-8-5-Billion-Financing-Facility


title: cfr.org: Chinas ai chip deficit why huawei cant catch nvidia and us export controls should remain
node_name: China AI Chip Policy Whipsaw
created_at: 2026-04-10 10:49:25
url:
https://www.cfr.org/article/chinas-ai-chip-deficit-why-huawei-cant-catch-nvidia-and-us-export-controls-should-remain


node_name: CoWoS Advanced Packaging Chokepoint
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-1-the-great-packaging-pivot-how-tsmc-is-doubling-cowos-capacity-to-break-the-ai-supply-bottleneck-through-2026

title:
markets.financialcontent.com: Tokenring 2026 1 1 the great packaging pivot how tsmc is doubling cowos capacity to break the ai supply bottleneck through 2026


title: stansberryresearch.com: Coreweaves 55 billion backlog marks the next phase of the neocloud boom
node_name: Neocloud Leverage Trap
created_at: 2026-04-10 10:49:25
url:
https://stansberryresearch.com/stock-market-trends/coreweaves-55-billion-backlog-marks-the-next-phase-of-the-neocloud-boom


title: McKinsey: The cost of compute a 7 trillion dollar race to scale data centers
node_name: AI Compute Bullwhip Effect
created_at: 2026-04-10 10:49:25
url:
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers


title: bcdvideo.com: Inside the 2025 2027 compute crunch what supply chain volatility really means for you
node_name: AI Compute Bullwhip Effect
created_at: 2026-04-10 10:49:25
url:
https://www.bcdvideo.com/blog/inside-the-2025-2027-compute-crunch-what-supply-chain-volatility-really-means-for-you/


title: cnbc.com: Families could get see higher electric bills if ai data boom goes bust
node_name: Nuclear Power-Datacenter PPA Lock-in
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/12/03/families-could-get-see-higher-electric-bills-if-ai-data-boom-goes-bust.html


title: McKinsey: The next big shifts in ai workloads and hyperscaler strategies
node_name: Training-to-Inference Economic Transition
created_at: 2026-04-10 10:49:25
url:
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-next-big-shifts-in-ai-workloads-and-hyperscaler-strategies


title: investors.coreweave.com: Default
node_name: Neocloud GPU-Backed Debt Model
created_at: 2026-04-10 10:49:25
url:
https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-Landmark-8-5-Billion-Financing-Facility/default.aspx


title: informationweek.com: Hot chips cold feet what happens when ai s infrastructure outpaces demand
node_name: AI Infrastructure Bullwhip Effect
created_at: 2026-04-10 10:49:25
url:
https://www.informationweek.com/machine-learning-ai/hot-chips-cold-feet-what-happens-when-ai-s-infrastructure-outpaces-demand-


node_name: Inference Jevons Paradox
created_at: 2026-04-10 10:49:25
url:
https://www.arturmarkus.com/the-inference-cost-paradox-why-generative-ai-spending-surged-320-in-2025-despite-per-token-costs-dropping-1000x-and-what-it-means-for-your-ai-budget-in-2026/

title:
arturmarkus.com: The inference cost paradox why generative ai spending surged 320 in 2025 despite per token costs dropping 1000x and what it means for your ai budget in 2026


node_name: GPU Depreciation Accounting Gap
created_at: 2026-04-10 10:49:25
url:
https://thecuberesearch.com/298-breaking-analysis-resetting-gpu-depreciation-why-ai-factories-bend-but-dont-break-useful-life-assumptions/

title:
thecuberesearch.com: 298 breaking analysis resetting gpu depreciation why ai factories bend but dont break useful life assumptions


title: yaleclimateconnections.org: Home electricity bills are skyrocketing for data centers not so much
node_name: AI Power Cost Socialization
created_at: 2026-04-10 10:49:25
url:
https://yaleclimateconnections.org/2026/01/home-electricity-bills-are-skyrocketing-for-data-centers-not-so-much/


node_name: Hyperscaler Custom ASIC Disruption
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-18-the-great-decoupling-how-hyperscaler-custom-asics-are-dismantling-the-nvidia-monopoly

title:
markets.financialcontent.com: Tokenring 2025 12 18 the great decoupling how hyperscaler custom asics are dismantling the nvidia monopoly


node_name: Energy Grid as AI Bottleneck
created_at: 2026-04-10 10:49:25
url:
https://greentechlead.com/renewable-energy/u-s-energy-outlook-2026-ai-data-centers-and-renewables-to-reshape-power-demand-through-2050-52981

title:
greentechlead.com: U s energy outlook 2026 ai data centers and renewables to reshape power demand through 2050 52981


title: cnbc.com: Ai data center frenzy is pushing up your electric bill heres why
node_name: AI Infrastructure Energy Externality
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/11/26/ai-data-center-frenzy-is-pushing-up-your-electric-bill-heres-why.html


node_name: CUDA Moat Software Erosion
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-23-the-blackwell-moat-how-nvidias-ai-hegemony-holds-firm-against-the-rise-of-hyperscaler-silicon

title:
markets.financialcontent.com: Tokenring 2025 12 23 the blackwell moat how nvidias ai hegemony holds firm against the rise of hyperscaler silicon


title: 247wallst.com: Nvidias ai cash machine the 1 metric proving its dominance isnt going anywhere
node_name: GPU Revenue Concentration Risk
created_at: 2026-04-10 10:49:25
url:
https://247wallst.com/investing/2025/12/26/nvidias-ai-cash-machine-the-1-metric-proving-its-dominance-isnt-going-anywhere/


node_name: GPU Revenue Concentration Risk
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-1-the-great-decoupling-how-hyperscaler-custom-silicon-is-ending-nvidias-ai-monopoly

title:
markets.financialcontent.com: Tokenring 2026 1 1 the great decoupling how hyperscaler custom silicon is ending nvidias ai monopoly


title: gulfnews.com: Sovereign wealth funds pour 66 billion into ai as assets hit 15 trillion 1
node_name: Sovereign Wealth Fund AI Capital Injection
created_at: 2026-04-10 10:49:25
url:
https://gulfnews.com/business/markets/sovereign-wealth-funds-pour-66-billion-into-ai-as-assets-hit-15-trillion-1.500395812


title: cnbc.com: Saudi arabia wants to be worlds third largest ai provider humain
node_name: Sovereign Wealth Fund AI Capital Injection
created_at: 2026-04-10 10:49:25
url:
https://www.cnbc.com/2025/08/27/saudi-arabia-wants-to-be-worlds-third-largest-ai-provider-humain.html


node_name: Sovereign Wealth Fund AI Capital Injection
created_at: 2026-04-10 10:49:25
url:
https://www.morganlewis.com/pubs/2026/02/legal-and-national-security-hurdles-facing-sovereign-wealth-fund-investments-in-data-centers

title:
morganlewis.com: Legal and national security hurdles facing sovereign wealth fund investments in data centers


title: techcrunch.com: Deepseek punctures tech spending plans and what analysts are saying
node_name: DeepSeek Paradox: Efficiency Amplifies Capex
created_at: 2026-04-10 10:49:25
url:
https://techcrunch.com/2025/01/27/deepseek-punctures-tech-spending-plans-and-what-analysts-are-saying/


node_name: DeepSeek Paradox: Efficiency Amplifies Capex
created_at: 2026-04-10 10:49:25
url:
https://www.spglobal.com/ratings/en/research/articles/250212-u-s-tech-earnings-ai-spending-keeps-surging-despite-deepseek-s-efficiency-breakthrough-13414142

title:
spglobal.com: 250212 u s tech earnings ai spending keeps surging despite deepseek s efficiency breakthrough 13414142


title: mizuhogroup.com: Ais capex conundrum growth overbuild fears and the road ahead
node_name: DeepSeek Paradox: Efficiency Amplifies Capex
created_at: 2026-04-10 10:49:25
url:
https://www.mizuhogroup.com/americas/insights/2025/03/ais-capex-conundrum-growth-overbuild-fears-and-the-road-ahead.html


title: aamcompany.com: Deepseek and the ai race capex implications and market impact
node_name: DeepSeek Paradox: Efficiency Amplifies Capex
created_at: 2026-04-10 10:49:25
url:
https://aamcompany.com/insights/corporate-credit/deepseek-and-the-ai-race-capex-implications-and-market-impact/


title: morningstar.com: Ai arms race how techs capital surge will reshape investment landscape 2026
node_name: Passive Investor AI Concentration Bomb
created_at: 2026-04-10 10:49:25
url:
https://www.morningstar.com/financial-advisors/ai-arms-race-how-techs-capital-surge-will-reshape-investment-landscape-2026


node_name: DeepSeek Efficiency Dividend
created_at: 2026-04-10 10:49:25
url:
https://www.financialcontent.com/article/tokenring-2025-12-25-the-6-million-revolution-how-deepseek-r1-rewrote-the-economics-of-artificial-intelligence

title:
financialcontent.com: Tokenring 2025 12 25 the 6 million revolution how deepseek r1 rewrote the economics of artificial intelligence


node_name: NVIDIA Groq Inference Moat Extension
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-5-the-inference-revolution-nvidias-20-billion-groq-acquisition-redefines-the-ai-hardware-landscape

title:
markets.financialcontent.com: Tokenring 2026 1 5 the inference revolution nvidias 20 billion groq acquisition redefines the ai hardware landscape


title: hpcwire.com: Nvidias shift from gpus and ai inference king economics
node_name: Inference-Training Compute Inversion
created_at: 2026-04-10 10:49:25
url:
https://www.hpcwire.com/bigdatawire/2026/03/26/nvidias-shift-from-gpus-and-ai-inference-king-economics/


title: venturebeat.com: Inference is splitting in two nvidias usd20b groq bet explains its next act
node_name: Inference-Training Compute Inversion
created_at: 2026-04-10 10:49:25
url:
https://venturebeat.com/infrastructure/inference-is-splitting-in-two-nvidias-usd20b-groq-bet-explains-its-next-act


node_name: AI Nuclear Power Vertical Integration
created_at: 2026-04-10 10:49:25
url:
https://www.nucnet.org/news/constellation-secures-usd1-billion-federal-loann-for-three-mile-island-restart-11-3-2025

title:
nucnet.org: Constellation secures usd1 billion federal loann for three mile island restart 11 3 2025


title: tomshardware.com: Gpu depreciation could be the next big crisis coming for ai hyperscalers
node_name: GPU Depreciation Accounting Chasm
created_at: 2026-04-10 10:49:25
url:
https://www.tomshardware.com/tech-industry/gpu-depreciation-could-be-the-next-big-crisis-coming-for-ai-hyperscalers


node_name: AI Infrastructure Kinetic Targeting
created_at: 2026-04-10 10:49:25
url:
https://circleid.com/posts/the-kinetic-frontier-lessons-from-geopolitical-violence-and-the-bunkerization-of-ai-infrastructure

title:
circleid.com: The kinetic frontier lessons from geopolitical violence and the bunkerization of ai infrastructure


title: smallwarsjournal.com: Irgc stargate threat gulf ai infrastructure targeting doctrine
node_name: AI Infrastructure Kinetic Targeting
created_at: 2026-04-10 10:49:25
url:
https://smallwarsjournal.com/2026/04/09/irgc-stargate-threat-gulf-ai-infrastructure-targeting-doctrine/


node_name: Hyperscaler Capex Prisoner's Dilemma
created_at: 2026-04-10 10:49:25
url:
https://www.tradingview.com/news/invezz:751717ae0094b:0-looking-ahead-to-2026-why-hyperscalers-can-t-slow-spending-without-losing-the-ai-war

title:
tradingview.com: Invezz:751717ae0094b:0 looking ahead to 2026 why hyperscalers can t slow spending without losing the ai war


title: investors.coreweave.com: Default
node_name: GPU-Collateralized Debt Model
created_at: 2026-04-10 10:49:25
url:
https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-Landmark-8-5-Billion-Financing-Facility-Achieving-First-Investment-Grade-Rated-GPU-backed-Financing/default.aspx


title: goldmansachs.com: Ai to drive 165 increase in data center power demand by 2030
node_name: Power Grid as AI Hard Constraint
created_at: 2026-04-10 10:49:25
url:
https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030


node_name: AI Infrastructure Picks and Shovels
created_at: 2026-04-10 10:49:25
url:
https://www.kavout.com/market-lens/the-ai-power-surge-how-data-center-and-utility-stocks-are-benefiting-from-tech-s-growing-energy-demand

title:
kavout.com: The ai power surge how data center and utility stocks are benefiting from tech s growing energy demand


node_name: Data Center Physical Stranded Asset Wave
created_at: 2026-04-10 10:49:25
url:
https://www.tomshardware.com/pc-components/gpus/nvidia-shows-off-rubin-ultra-with-600-000-watt-kyber-racks-and-infrastructure-coming-in-2027

title:
tomshardware.com: Nvidia shows off rubin ultra with 600 000 watt kyber racks and infrastructure coming in 2027


node_name: Meta LLaMA Commoditization Weapon
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-8-meta-unleashes-llama-5-zuckerbergs-open-source-gambit-challenges-proprietary-ai-dominance

title:
markets.financialcontent.com: Marketminute 2026 4 8 meta unleashes llama 5 zuckerbergs open source gambit challenges proprietary ai dominance


title: fourweekmba.com: Metas open source gambit why giving away llama is the most aggressive move in ai
node_name: Meta LLaMA Commoditization Weapon
created_at: 2026-04-10 10:49:25
url:
https://fourweekmba.com/metas-open-source-gambit-why-giving-away-llama-is-the-most-aggressive-move-in-ai/


title: advisorperspectives.com: Nvidia deals vendor financing round tripping
node_name: NVIDIA Circular Financing Risk
created_at: 2026-04-10 10:49:25
url:
https://www.advisorperspectives.com/articles/2025/11/10/nvidia-deals-vendor-financing-round-tripping


title: deloitte.com: Agentic ai strategy
node_name: Agentic AI Inference Demand Multiplier
created_at: 2026-04-10 10:49:25
url:
https://www.deloitte.com/us/en/insights/topics/technology-management/tech-trends/2026/agentic-ai-strategy.html


node_name: Private Credit AI Infrastructure SPV Regime
created_at: 2026-04-10 10:49:25
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-6-the-blue-owl-crack-up-why-private-credits-golden-era-just-hit-a-wall

title:
markets.financialcontent.com: Marketminute 2026 3 6 the blue owl crack up why private credits golden era just hit a wall


title: bisnow.com: Meta pushes its largest data center project off its books with 27b joint venture 131490
node_name: GPU Depreciation Risk Externalization
created_at: 2026-04-10 10:49:25
url:
https://www.bisnow.com/national/news/data-center-capital-markets/meta-pushes-its-largest-data-center-project-off-its-books-with-27b-joint-venture-131490


