Behind US$1.2 trillion in off-balance-sheet leases sit banks, bond funds and private credit. See exactly where the risk lands.
Behind the trillion-dollar build-out sit the same few balance sheets. Explore every stake, contract and chip deal on our map.
The cut takes about $7bn off the float, but the questions that matter – debt, delivery and day-one selling – are unchanged.
The labs say slow down, governments are intervening, and the money is still pouring in. Where does that leave AI investors?
The second-largest Australian float after Telstra is also a bet that five unbuilt sites arrive on time. Here’s the case for caution.
Behind the sudden push to slow AI down are three reasons, a security scare, and a $100bn chip sell-off worth understanding.
Share prices used to take days to react to results. Now it happens in seconds – and the reason isn’t as alarming as it looks.
Auction clearances are slipping and cash is piling up, but healthcare, infrastructure and copper names are still finding buyers.
Between fresh clearances, a stronger balance sheet, and faster adoption, the commercial story looks different now.
Spending is at record highs, financing is shifting to debt and equity, and nobody yet knows if the demand justifies it.