You’re Already Funding the AI Bubble — and You’ll Pay for the Bust
Who really pays if the AI bubble pops? Explore how private credit, insurance reserves, and state guaranty funds absorb NVIDIA's risk.
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Csquare Reportedly Sets IPO Price Below Range at $21 Per Share Ahead of NYSE Debut
Data center operator Csquare priced its IPO at $21 per share, below its marketed range, Bloomberg News reported.
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- Jul 16, 2026, 2:24 AM
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Nvidia Is on Track to Beat the S&P 500 for the 4th Straight Year. Should Its $500 Billion AI Infrastructure Financing Plan Give Investors Pause?
Nvidia has partnered with six major financial institutions (BlackRock, Blackstone, KKR, Apollo Global Management, Brookfield, and Goldman Sachs) to create a $500 billion AI infrastructure financing plan. The deal aims to securitize AI compute assets and diversify Nvidia's customer base beyond hyperscalers. While the plan resembles financial engineering that could amplify an AI slowdown, it positions Nvidia as a critical ecosystem provider and enables recurring revenue streams through inferencing-as-a-service.
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CoreWeave's business model challenges the bear case that older GPUs become obsolete quickly. The company secured a multi-year renewal on 2020-era Nvidia A100 chips extending through 2029, demonstrating that older hardware can generate profitable revenue in subsequent contracts after initial debt is paid down. Debt markets are increasingly pricing in this residual value, with CoreWeave's new $2.6 billion facility having a longer maturity than underlying customer contracts, signaling lender confidence in GPU longevity.
Read original at the-motley-fool