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Nvidia’s $750B AI Deal Revival Sparks Fears of Circular Financing

Nvidia’s $750 billion AI-related deals reignite concerns over circular financing in tech markets amid massive semiconductor demand.

News

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Nvidia’s recent $750 billion AI deal activity has raised fears of circular financing fueling the chip industry’s surge, impacting markets and AI investments.

Lead Story
tech
AI and Layoffs: How Companies Are Talking to Employees and Investors
Source: BloombergJuly 27, 2026

Excerpt from Bloomberg: What can you say to appeal to investors and employees at the same time?

Whipsawing Oil Prices Muddy Traders’ Outlook on Fed Meeting
Source: BloombergJuly 27, 2026finance

Excerpt from Bloomberg: Bond yields have have surged going into Wednesday’s central bank decision.

Russia’s Novorossiysk Resumed Crude Loadings After Days of Halt
Source: BloombergJuly 27, 2026finance

Excerpt from Bloomberg: The largest Russian oil port in the Black Sea resumed crude loadings after several days of disruption, during a period of bad weather and increased drone attacks in the nearby area.

Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing
Source: BloombergJuly 27, 2026tech

Excerpt from Bloomberg: Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.

German Lender NordLB to Expand Into Fund Finance and CLOs
Source: BloombergJuly 27, 2026finance

Excerpt from Bloomberg: German lender NordLB is seeking to boost its capital markets business by ramping up lending to third-party funds and packaging loans sold to investors.

HSBC to Hire 100 AI Specialists as Bank Sets Up Singapore Center
Source: BloombergJuly 27, 2026tech

Excerpt from Bloomberg: HSBC Holdings Plc is set to hire more than 100 artificial intelligence specialists in Singapore with plans to launch a global AI center in the city-state later this year as the British lender steps up investments in the technology that’s reshaping Wall Street workforces.

Samsung Galaxy Z Fold 8 Review: Foldable Model to Compete With Google, Apple
Source: BloombergJuly 27, 2026tech

Excerpt from Bloomberg: Between the Fold 8 and Apple’s first folding iPhone, US consumers are about to see a lot more of this shorter, wider shape.

Russia War in Ukraine: Putin and Zelenskyy Navigate Troubles at Home
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: With no sign of progress in peace talks, both the Russian and Ukrainian leaders are on the back foot domestically.

Cockroach Janta Party: What Is It, How It Ousted India’s Education Minister
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: What started out as a social media joke is turning into a serious headache for the political establishment in India, as the “Cockroach Janta Party” draws support from young people frustrated by a lack of jobs and a string of controversies in the education system.

Modi Taps Tech Icon Nilekani to Restore Trust in India’s Exams
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: Prime Minister Narendra Modi turned to a familiar troubleshooter when one of India’s biggest political crises in years demanded a fix.

Inside Modi’s Decision to Cave to India’s ‘Cockroach’ Protesters
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: After a day of clashes last Monday in which police used batons and tear gas to block thousands of Indian students from marching on the parliament, the target of their wrath was finally ready to step down.

Laopu Gold Sees Earnings Growth Slowing as Bullion Retreats
Source: BloombergJuly 27, 2026finance

Excerpt from Bloomberg: Laopu Gold Co. expects a slower first-half revenue growth as demand for the Chinese luxury jeweler’s products weakened in recent months amid dropping bullion prices.

Jensen Huang has strong words for Washington on AI
Source: TheStreetJuly 27, 2026business

Excerpt from TheStreet: Some people build the loudest thing in the world and never say a word in public about it. That silence is a choice. It usually holds right up until the moment the rules being drafted in someone else's building start to matter more than the product being built in yours. Jensen…

Macy's is selling $500 earrings with 'brilliant sparkle' for 75% off
Source: TheStreetJuly 27, 2026business

Excerpt from TheStreet: Hurry, this deal won't last long with such a massive discount.

AT&T Cuts Through Europe’s Summer Lull With Five-Part Bond Deal
Source: BloombergJuly 27, 2026finance

Excerpt from Bloomberg: AT&T Inc. is raising at least €2 billion ($2.23 billion) of bonds, shattering a traditionally subdued period for Europe’s primary market with a large corporate deal.

Middle East Tensions Ease as the US and Iran Pause Hostilities
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: The US and Iran held off attacks on one another for a third straight night, helping lift global stock and bond markets and push down oil prices.

Takaichi’s Approval Drop May Hurt Yen, Bonds, Strategists Say
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: Prime Minister Sanae Takaichi’s declining approval ratings may encourage the government to take a looser approach to spending and taxes, which risks spooking investors in the nation’s currency and bonds, according to market strategists.

Costco, Target share strategy to open more stores
Source: TheStreetJuly 27, 2026business

Excerpt from TheStreet: Costco and Target operate under very different models. Costco relies on membership fees to generate revenue, and some of its best deals come in the form of bulk pricing. Target's focus is a wide assortment of products that cater to customers looking to buy essentials and score…

UK Must Be ‘Really Serious’ on Cutting Welfare, Burnham Says
Source: BloombergJuly 27, 2026politics

Excerpt from Bloomberg: Prime Minister Andy Burnham said the UK should make it harder for Britons to claim benefits as the government seeks to tackle a soaring welfare bill.

Instagram, Facebook Ran AI ‘Nudify’ Ads from China, NGO Says
Source: BloombergJuly 26, 2026tech

Excerpt from Bloomberg: Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.

Elon Musk sends blunt verdict on the future of humanity and AI
Source: TheStreetJuly 26, 2026business

Excerpt from TheStreet: In 2014, Elon Musk stood in front of an audience and said building AI was like "summoning the demon." In 2018 at SXSW, he said AI was "far more dangerous than nukes." In March 2025, he put the odds of killer robots annihilating humanity at somewhere between 10% and 20%. Those…

Gold Climbs as Pause in Mideast Fighting Curbs Inflation Risk
Source: BloombergJuly 26, 2026finance

Excerpt from Bloomberg: Gold rose, after a pause in fighting between the US and Iran eased oil supply risks and inflationary concerns that have threatened tighter monetary policy.

Stocks and Bonds Rally as Brent Tumbles Below $90: Markets Wrap
Source: BloombergJuly 26, 2026finance

Excerpt from Bloomberg: A sharp retreat in oil prices triggered a relief rally in stocks and bonds after a lull in hostilities in the Middle East, starting a week packed with earnings and a stack of interest-rate decisions on a positive note.

Meta, Microsoft Face Renewed Unease Over AI Spending: US Earnings Week Ahead
Source: BloombergJuly 24, 2026tech

Excerpt from Bloomberg: Microsoft Corp., Meta Platforms Inc. and Amazon.com Inc. face renewed investor anxiety over their debt-fueled capital expenditure plans after Alphabet Inc. raised the upper end of its spending forecast this year by as much as $15 billion.

South Africa Fund Helps Attract $609 Million VC Raise
Source: BloombergJuly 23, 2026tech

Excerpt from Bloomberg: A key South Africa fund plans to help attract as much as 10 billion rand ($609 million) in venture-capital financing to help scale high-growth startups, a move that would expand the nation’s technology sector and accelerate the development of one the continent’s most mature…

permissionlesstech/bitchat
Source: GitHubdeveloper

Excerpt from GitHub: bluetooth mesh chat, IRC vibes

amnezia-vpn/amnezia-client
Source: GitHubdeveloper

Excerpt from GitHub: Amnezia VPN Client (Desktop+Mobile)

moeru-ai/airi
Source: GitHubdeveloper

Excerpt from GitHub: 💖🧸 Self hosted, you-owned Grok Companion, a container of souls of waifu, cyber livings to bring them into our worlds, wishing to achieve Neuro-sama's altitude. Capable of realtime voice chat, Minecraft, Factorio playing. Web / macOS / Windows supported.

yorukot/superfile
Source: GitHubdeveloper

Excerpt from GitHub: Pretty fancy and modern terminal file manager

NanmiCoder/MediaCrawler
Source: GitHubdeveloper

Excerpt from GitHub: 小红书笔记 | 评论爬虫、抖音视频 | 评论爬虫、快手视频 | 评论爬虫、B 站视频 | 评论爬虫、微博帖子 | 评论爬虫、百度贴吧帖子 | 百度贴吧评论回复爬虫 | 知乎问答文章|评论爬虫

pbakaus/impeccable
Source: GitHubdeveloper

Excerpt from GitHub: The design language that makes your AI harness better at design.

shiyu-coder/Kronos
Source: GitHubdeveloper

Excerpt from GitHub: Kronos: A Foundation Model for the Language of Financial Markets

alibaba/open-code-review
Source: GitHubdeveloper

Excerpt from GitHub: Open-source & free — Battle-tested at Alibaba's scale. Hybrid architecture code review tool: deterministic pipelines + LLM Agent, precise line-level comments, built-in fine-tuned ruleset (NPE, thread-safety, XSS, SQL injection), OpenAI & Anthropic compatible.

jenkinsci/jenkins
Source: GitHubdeveloper

Excerpt from GitHub: Jenkins automation server

bradautomates/claude-video
Source: GitHubdeveloper

Excerpt from GitHub: Give Claude the ability to watch any video. /watch downloads, extracts frames, transcribes, hands it all to Claude.

About this digest

Audience: tech investors and industry analysts

Entities
Nvidia
Jensen Huang
AI
semiconductors
circular financing
tech markets
AI investments
Hashtags
#nvidia
#AI
#semiconductors
#techinvesting
#fintech
#marketnews
#AIrisks
Keywords
nvidia
ai deals
semiconductors
circular financing
tech markets
ai investment
nvidia buyouts
ai chips
Schema v0.1.0

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