AI debt financing is on an insane trajectory, per @SemiAnalysis_:

AI debt financing is on an insane trajectory, per @SemiAnalysis_: Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters Over 7T AI debt by 2029, There can be no Neoouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access https…

Source: Gary Marcus (X) | 2026-07-07