How Circular Deals Are Driving the AI Boom

The AI industry is being powered by a complex web of "Circular Deals"—where tech giants invest in startups that then use that money to buy cloud credits from those same giants. We investigate whether this is a sustainable growth engine for the 2026 economy or a "shell game" that is artificially inflating the value of the AI sector.

#AIBoom #TechFinance #BusinessAnalysis #CloudComputing #SiliconValley #Economics #Investing

https://www.technology-news-channel.com/how-circular-deals-are-driving-the-ai-boom/

🤖 OpenAI cerca nuovi capitali: Altman preme il freno all'IPO. Rivoluzione o stallo? #OpenAI #TechFinance.

🔗 https://www.tomshw.it/hardware/openai-verso-la-quotazione-in-borsa-per-capitali-2025-12-22

Oracle's bonds carry investment-grade ratings but trade like junk debt, with credit default swaps at 125+ basis points. Barclays projects cash exhaustion by November 2026 as the company's 500% debt-to-equity ratio dwarfs tech peers at 7-23%. The gap between ratings and market pricing signals broader AI infrastructure financing strain across the industry.

#AIInfrastructure #CorporateDebt #TechFinance

https://www.implicator.ai/the-ai-infrastructure-reckoning-when-investment-grade-bonds-trade-like-junk/

Oracle's denial of OpenAI data center delays carefully distinguished "contractual commitments" from public timelines—corporate speak that confirms the 2027-to-2028 slip is real. Credit default swaps hit five-year highs while equity investors still buy the story.

#AIInfrastructure #TechFinance

https://www.implicator.ai/oracles-careful-denial-betrays-more-than-its-openai-delays/

Big Tech Is Betting $320 Billion on AI Data Centers

Amazon, Meta, Microsoft, and Google are on track to pour an estimated $320B this year alone into AI infrastructure—mostly data centers, power, and GPUs. That’s more than the GDP of Finland.

OpenAI + Oracle’s Stargate, Meta’s $600B infra plan, Nvidia’s circular funding deals… it’s starting to look less like normal capex and more like a leveraged moonshot.

https://buff.ly/E2uxqBh
#AI #DataCenters #Infrastructure #TechFinance

Because of the domain name price being quite expensive (more than RM100++ per year), I think I'll use subdomains. `*.nulu.my` (`nulu` in Kadazandusun means hill, although regional dialects vary). I do not feel comfortable or like myself if I use domains other than `.my`, which means Malaysia.

#malaysia #kadazandusun #sabah #domainname #selfhosting #techfinance #digitalidentity #local #my #subdomain #it #tech #openweb #humaneitech #culture #linguistics #costsaving #internet #web #community

This guide reveals the hidden financial strategies companies use to maximize returns on retired IT equipment. It’s not just about recycling; it’s about leveraging high-demand assets like GPU servers, timing the secondary market, and using professional tactics to turn old hardware into recovered capital.

#ITAssetManagement #TechFinance #HardwareValue #AIinBusiness #ITStrategy #SecondaryMarket #GPUResale #ITADInsights #AIHardware #SmallBusiness #ewaste #greentech

https://www.buysellram.com/blog/the-hidden-economics-of-retired-it-equipment-insights-and-strategies-for-modern-hardware-disposition/

Venture Capital firms are facing a serious liquidity crunch! LPs are staring down 20-year-old funds, forcing a complete rethink of allocation models. Who knew 'long-term investment' meant *this* long? What's your take on the future of VC funding?

Read more: https://techcrunch.com/2025/11/18/our-funds-are-20-years-old-a-look-inside-the-liquidity-crisis-reshaping-venture-capital/

#VentureCapital #TechFinance #LiquidityCrisis #Startups #Investment

SoftBank posted $16B profit yet liquidated $15B in Nvidia and T-Mobile to fund loss-making OpenAI. The forced asset sales despite record gains reveal circular financing at work: Nvidia invests in OpenAI, which buys Nvidia chips, inflating both valuations. When Japan's richest man exits infrastructure winners for application-layer cash burners, the peak may be closer than the headlines suggest.

#AIBubble #TechFinance #VentureCapital

https://www.implicator.ai/softbanks-nvidia-exit-reveals-the-paper-billionaires-paradox-at-ais-peak/