Private Credit's Chip-Backed AI Data Center Loans Face a Depreciation Test
Private credit lenders finance AI data centers with chip-backed loans, but chips depreciate faster than the debt. See the collateral risk for neoclouds.
Private credit lenders finance AI data centers with chip-backed loans, but chips depreciate faster than the debt. See the collateral risk for neoclouds.
Meta scrapped planned AI-driven job cuts after staff spent growing time fixing AI errors. Analysis of the hidden cleanup costs behind pulling back on AI.
Netflix is reportedly preparing an ad-supported plan at $7-9 per month, expected to launch in late 2026 in at least six markets. Netflix has not confirmed.
Amazon is reportedly in talks to buy AI startup Decart for about $7 billion, a move tied to cross-chip software and Trainium. No deal is confirmed.
OpenAI told investors its annualized revenue nears $50B, about $20B below the earlier $70B figure. What the OpenAI annualized revenue reset means for lenders and suppliers.
Oracle weighs trucked compressed gas for Project Jupiter as the New Mexico pipeline slips to 2027, raising who pays for AI power delays.
Apple's iPhone Duo pre-orders open October 16 at $1,999, with October 23 release and limited launch supply. Compare options before ordering.
Nvidia is in early talks to acquire or expand its investment in Reflection AI, maker of the open-weight Beam model. Options and key figures.
Uber and Pony.ai plan London robotaxi testing for Gen-7 vehicles in the coming weeks. No passenger launch date has been announced yet.
Microsoft's Brad Smith calls for global AI safety rules with independent testing, incident reporting, breach notification and an emergency brake.
Meta launches Muse Wonder and Wonder Full, with Wonder Full paywalled at $50-$200 per month. Pricing, benchmarks and enterprise access trade-offs explained.
US console sales fell to 1980s-era lows in 2026, with Xbox units down 33% and PlayStation down 25% through August, per Circana data.
Lawson disclosed a Lawson ID breach affecting up to 2,155,345 records. Here is what was exposed and what affected users should check now.
EU draft lets the AI Office restart the AI Act fining clock via investigative steps, with a 10-year cap and fines up to 7% of turnover.
The EU withdrew its AI liability proposal, shifting frontier-model failure costs onto enterprise buyers and insurers. Here is what changes.