AI cloud

Inference Chips Are Becoming Loan Collateral in a $400M Bet

Article BriefKey Takeaways4 Points24s Read01The deal-Upper90 committed a debt facility of up to $400 million to inference cloud operator General…

2 weeks ago

Oracle earnings preview: OCI backlog is huge, but AI capex is the real test

Oracle reports on June 10, 2026, and the easy headline is that OCI is finally getting the AI cloud respect…

2 months ago

CoreWeave Stock: $99B Backlog Meets Debt Test

Article BriefKey Takeaways4 points24s read01The issue-CoreWeave's Q1 proved AI cloud demand, but the stock reaction was about financing that demand.02The…

3 months ago