Tag
Financing
3 articles

AI GPU Debt Enters ABS Market as Wingspire Closes $407M Deal
Equipment lenders are packaging AI infrastructure loans into securities. Wingspire's latest deal reached $407 million with 18 percent AI collateral, earning AAA ratings and drawing fivefold oversubscription.
AI Capital Inflows Detached From Profits — Circular Financing Echoes Telecom Bubble
Nvidia's $500 billion financing deal masks a structural mismatch: capital deployment vastly outpaces profit generation, reviving late-1990s boom-and-bust mechanics.
Apple's No-Lockout Financing Policy: A Calculated Bet on Services Revenue
Apple will not disable devices for missed lease payments, accepting higher credit risk to protect its installed base and high-margin services revenue.