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Blackstone President Jon Gray Advocates for Increased Equity Financing in AI Infrastructure Amid Rising Debt Risks

Blackstone President Jon Gray Advocates for Increased Equity Financing in AI Infrastructure Amid Rising Debt Risks

Blackstone President Jon Gray Advocates for Increased Equity Financing in AI Infrastructure Amid Rising Debt Risks
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Blackstone President Warns AI Infrastructure Buildout Requires More Equity Amid Rising Debt Risks

Blackstone President Warns AI Infrastructure Buildout Requires More Equity Amid Rising Debt Risks

Blackstone President Warns AI Infrastructure Buildout Requires More Equity Amid Rising Debt Risks
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Ezra Klein Discusses Potential 'End of Oracle' Amid OpenAI Data Center Reassessment Post-Midterms

Ezra Klein Discusses Potential 'End of Oracle' Amid OpenAI Data Center Reassessment Post-Midterms

Ezra Klein Discusses Potential 'End of Oracle' Amid OpenAI Data Center Reassessment Post-Midterms
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Blackstone President Jon Gray Warns of AI Investment Misallocations Amid Boom

Blackstone President Jon Gray Warns of AI Investment Misallocations Amid Boom

Blackstone President Jon Gray Warns of AI Investment Misallocations Amid Boom
ReutersReuters
Trump's midterm drubbing demonstrates the power of data center opponents

Trump's midterm drubbing demonstrates the power of data center opponents

(Corrects to remove reference to specific state results in Goldman Sachs' analysis on data centre outlook in paragraph 14) By Jiaxing Li and Selena Li HONG KONG/LONDON, Nov 4 (Reuters) - Data center opponents were among the biggest winners of the Democrats' landslide victories in the US midterm
ReutersReuters
SoftBank credit risk jumps to 4-year high as AI fears roil market

SoftBank credit risk jumps to 4-year high as AI fears roil market

SINGAPORE/TOKYO, Nov 6 (Reuters) - The cost of insuring against a default for tech investor SoftBank Group jumped to its highest in four years on Friday as worries about AI profitability roiled the world's financial markets.
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AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports

AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports

AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports
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AI Sell-Off Raises Recession Fears Amid Global Economic Cooling

AI Sell-Off Raises Recession Fears Amid Global Economic Cooling

AI Sell-Off Raises Recession Fears Amid Global Economic Cooling
ReutersReuters
SoftBank credit risk jumps to 4-year high, shares tumble as AI fears roil market

SoftBank credit risk jumps to 4-year high, shares tumble as AI fears roil market

By Anton Bridge SINGAPORE/TOKYO, Nov 6 (Reuters) - SoftBank Group shares dropped 11% on Friday and the cost of insuring its debt against default hit a four-year high as worries about AI profitability roiled the world's financial markets.
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Global Tech Markets Plunge Following U.S. Midterm Election Results and Anti-AI Sentiment

Global Tech Markets Plunge Following U.S. Midterm Election Results and Anti-AI Sentiment

Global Tech Markets Plunge Following U.S. Midterm Election Results and Anti-AI Sentiment
ReutersReuters
Wall St set for higher open as Democrats win Congress; data center stocks slide

Wall St set for higher open as Democrats win Congress; data center stocks slide

By Shashwat Chauhan and Utkarsh Hathi Nov 4 (Reuters) - US stocks were set for a higher open on Wednesday after Democrats secured sweeping victories in the midterm elections, with investors betting a divided Washington could limit the scope for sharp policy shifts.
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PIMCO CEO Warns of Impending Downturn in AI Market, Citing $2 Trillion Financing Needs

PIMCO CEO Warns of Impending Downturn in AI Market, Citing $2 Trillion Financing Needs

PIMCO CEO Warns of Impending Downturn in AI Market, Citing $2 Trillion Financing Needs