Raising off-balance sheet debt via an SPV has become more popular as the amount of capital needed to fund AI infrastructure has skyrocketed, stretching tech companies’ cash reserves. Morgan Stanley ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

The data center industry is expanding rapidly to keep up with the flywheel growth of AI. While these data centers are necessary AI infrastructure, they store an AI company’s compute, they are ...

The obvious culprit is the artificial intelligence boom that has upended the tech industry, birthing a fresh glossary of ...