People · ZeroHedge · Artificial Intelligence
What ZeroHedge has said about artificial intelligence
ZeroHedge, a financial markets blog. 11 statements from September 25, 2026 to November 14, 2026, each quoted word for word from the original and checked before publication. Newest first.
- November 14, 2026 · on X
“Was Jensen Taken Out Over Open Source? Sacks Says Anthropic's 'Safetyist' Allies Want Full Government Control Over Models & Chips”
ZeroHedge Reports Sacks Claims Anthropic Allies Seek Government Control →
- November 9, 2026 · on X
“*ANTHROPIC PLANS TO START TRADING THURSDAY, FRIDAY NEXT WEEK:WSJ”
- November 1, 2026 · on X
“MS: hedge funds have now moved underweight the broader AI trade for the first time since early 2023, and the combined summer and October de-grossing marks 'the largest sustained stretch of L/S fund de-risking in over 15 years, as gross exposure never fully recovered between episodes.' MS Prime Brokerage data is brutal: cumulative gross flow is now down 8% from the June peak, the largest sustained de-grossing on record. And yet, the bulk of this week's buying came from short covering, which pushed US L/S net leve…”
ZeroHedge Reports Hedge Funds Underweight AI Trade Since Early 2023 →
- October 27, 2026 · on X
“The Broadcom deal landed the same day Anthropic filed its S-1, and the same day Meta launched its $95 billion offering (upside to $97.5 billion). Add SpaceX closing its $40 billion Nvidia chip lease with Apollo, and Monday's AI capital call came to roughly TWO HUNDRED BILLION DOLLARS IN ONE DAY”
- October 26, 2026 · on X
“Narrator: if Anthropic defaults on the loans, nothing will protect the banks”
- October 21, 2026 · on X
“Situational Unawareness: Banks Ran Out Of Room To Lever Up The AI Trade, So They Made More”
- October 13, 2026 · on X
“Three months later they finally figured it out: Fed’s Goolsbee Says AI Boom Starting to Push Up Prices: Semafor Now if only higher rates could lower DRAM prices..”
- October 11, 2026 · on X
“Rabobank: 'Warsh's proposal to incorporate the deflationary effects of AI into the Fed's forecasts also seems to have been delayed, as Fed members are currently more concerned with its short-term inflationary effects. These are not contradictory schools of thought on AI: the short-term costs of adoption may ultimately be priced out, while long-term productivity gains could drive disinflation within the next few years, according to the Fed's Lisa Cook. For now, however, AI appears to be inflationary, particularly…”
ZeroHedge Reports Rabobank Analysis on AI's Short-Term Inflationary Impact →
- October 8, 2026 · on X
“The hyperscaler and AI pipeline for IG/HY debt is done: no more can fit. That's why everyone is scrambling to use SPVs/Project financing/chip-collateralized structures to fund capex before that last door slams shut too.”
ZeroHedge Claims AI/Hyperscaler Debt Funding Channels Are Closed →
- 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”
- 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.