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Join date: Mar 8, 2024

Posts (65)

Jun 11, 20266 min
The $1 Trillion Capex Shock: How Hyperscalers Are Fueling a Record AI Debt Supercycle in Bond Markets
Global financial markets are entering a structural transformation driven by artificial intelligence infrastructure spending. According to projections highlighted by Morgan Stanley, AI-related global debt issuance is on pace to exceed $570 billion in 2026, more than double the prior year’s levels. This surge reflects a fundamental shift in how the world’s largest technology companies fund the exponential cost of building AI systems, data centers, and high-performance compute networks. The...

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Jun 11, 20266 min
The Internet Has Flipped: Bots Now Outnumber Humans Online and the $ Trillion Business Model Shift Has Begun
The internet has reached a structural tipping point that few anticipated would arrive this quickly. According to large-scale network observations from Cloudflare, automated traffic generated by bots and AI agents now exceeds human-generated web activity, marking a historic reversal in the foundational balance of the digital ecosystem. With estimates showing that roughly 57% of web traffic is now automated, compared to 42% human-generated, the internet is no longer primarily a human browsing...

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Jun 11, 20266 min
Beijing’s Space AI Ambition Explained: Inside China’s Plan to Move Computing Power Into Orbit Before 2028
The global competition in artificial intelligence is entering a radically new phase, moving beyond terrestrial data centers into orbital infrastructure. China’s recent establishment of a state-backed space computing research institute in Beijing marks a significant escalation in this direction, positioning space-based AI computing as a strategic frontier technology. At the same time, SpaceX’s reported preparation for a record-breaking $75 billion market debut highlights how commercial space...

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