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Tag

financing

2 articles

AI Capital Inflows Detached From Profits — Circular Financing Echoes Telecom Bubble
Research & Analysis13d ago
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
Technology66d ago
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.