Mega Cap (> $50B)
The Hidden Cost of the AI Boom
Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets lies a vast network of…
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Further Analysis & Commentary
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
Introduction The rapid expansion of generative artificial intelligence is transforming global capital markets, and SoftBank's recently syndicated $40 billion bridge…
America’s Biggest Banks Want Their Own Payments Network
America's largest banks may have found a legal way around one of the industry's least popular regulations. According to reports,…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
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