Search Intelligence

“Avoiding equity dilution sounds great for Alphabet, but taking on unrated debt at a massive premium means Waymo is now completely hostage to its aggressive global expansion timelines.”

“Tech giants are quietly abandoning their cash-flow supremacy, preparing to dump $400B in new debt onto the bond market just to keep the AI scaling mirage alive.”

“Asset managers are turning chip suppliers into debt-laden utilities just to feed the endless compute demands of AI labs.”

“While the AI boom is driving record infrastructure financing, the stalled $6B Thai facility proves that local energy grids—not capital—are becoming the ultimate hard bottleneck for regional data center expansion.”