Une des meilleures vidéo de la chaine.
#Lordon explique d'une manière parfaitement compréhensible le tsunami financier qui nous arrive dessus.
#crise #CriseFinancière #géopolitique #polus #IA #crédit #privatecredit #économie #finance

https://m.youtube.com/watch?v=Yu-wqYCyInU

Apollo explores $36 billion debt deal to buy Google TPU chips leased to Anthropic, while Google commits $40 billion in equity

#aiinfrastructure #privatecredit #googletpu #anthropic #apolloglobal #financialengineering #computewars

https://radarkilat.com/en/article/apollo-and-blackstone-when-wall-street-became-a-key-player-in-global-ai-infrastructure-wars

Reuters says borrowers are ditching private credit for cheaper syndicated loans. That’s interesting. Could mean the “unstoppable growth” story is cracking earlier than expected. Refinancing shifts often show stress before defaults hit. Pricing pressure creeping in.

https://www.reuters.com/legal/transactional/cost-gap-drives-some-us-borrowers-private-credit-bank-led-syndicated-loans-2026-05-04/ #PrivateCredit

"Accroche-toi au pinceau Papy ! On enlève l'échelle !"

Frédéric #Lordon dans #Elucid #Media

https://indymotion.fr/w/cNNgGBr5K9Nd9XgkC88fuj

https://www.youtube.com/watch?v=Yu-wqYCyInU

#finance #PrivateCredit #BulleSpeculative #SSII #AI #MarchesFinanciers #ChocsStructurels #Banque #EconomieReelle

« QUELQUE CHOSE DE GROS SE PRÉPARE AVEC LA FINANCE » avec Frédéric Lordon

https://youtu.be/Yu-wqYCyInU

Dans cette interview par Olivier Berruyer pour Élucid, Frédéric #Lordon tire la sonnette d'alarme : jamais dans l'histoire du capitalisme une telle conjonction de forces ne s'était produite. Mais de ce choc pourrait aussi surgir une occasion historique : celle de refaire enfin de la politique anticapitaliste...

#Elucid #Elucid_media #Finance #Fourches #PrivateCredit #Crash

"These developments point to a deeper structural reality, that the US national growth model is increasingly organised around a triangular system between private credit financing, AI infrastructure, and military demand. The financial and real economic fragility of which the private credit liquidity crisis is a symptom, is intersecting and converging with AI in structurally significant ways. While disrupting the software services universe, AI is absorbing large sums of capital for investments in chip production, data centres and related infrastructure (including in requirements such as land, energy sources, cooling systems, and computing capacity). A significant share of that investment is being funded with credit from private credit vehicles. It is now emerging that the hype around AI, driven by the surging demand for high-end chips produced by ‘market-favourite’ Nvidia and newer entrants like AMD, is now being questioned by the lack-lustre returns from deployment of AI by downstream businesses. While some firms do record revenue growth from AI use or deployment, the investment needed is proving to be difficult to justify for many others. So, the demand and revenue growth projections implicit in the rising valuations of AI firms themselves increasingly appear to be driven by hype rather than reasoned, evidence-backed judgements."

https://developingeconomics.org/2026/04/16/militarised-ai-private-credit-and-iran-war/

#USA #Iran #War #PrivateCredit #Finance #AI #BigTech #AIWarfare

"When this first started, private credit was genuinely a good idea"

🤣

Like capitalism? Or western civilization?

“it would be a good idea”™ 😏

#quotes #finance #capitalism #privateCredit #Gandhi