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People · ZeroHedge · Artificial Intelligence

What ZeroHedge has said about artificial intelligence

ZeroHedge, a financial markets blog. 2 statements from September 25, 2026 to October 2, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 2, 2026 · on X
    “Our tracker of hyperscaler off balance sheet liabilities shows $3.8 trillion as of Sept 30, up $700BN from June 30. Adding $250BN in hyperscaler IG debt, the DV01 issued by the AI ecosystem in Q3 was about 25% higher than all Treasury issuance That's why yields keep rising”

    ZeroHedge Reports AI Ecosystem Debt Driving Yields Higher →

  2. September 25, 2026 · on X
    “This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs”

    ZeroHedge Reports Goldman Sachs Warning on Hyperscaler Spending →

Statements are reported from ZeroHedge’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: ZeroHedge. The beat: Artificial Intelligence.