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
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.
Excerpt from Bloomberg: “What can you say to appeal to investors and employees at the same time?”
Excerpt from Bloomberg: “Bond yields have have surged going into Wednesday’s central bank decision.”
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.”

Excerpt from TheStreet: “"Perfect for trips to the grocery store to keep stuff from rolling around in the back."”
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.”
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.”
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.”
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.”
Excerpt from Bloomberg: “With no sign of progress in peace talks, both the Russian and Ukrainian leaders are on the back foot domestically.”
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.”
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.”
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.”

Excerpt from TheStreet: “"Will be ordering another set soon."”
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.”

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…”

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

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…”
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.”

Excerpt from TheStreet: “"They are a great addition to my home."”
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.”

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…”
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.”
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.”
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.”
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…”
Excerpt from GitHub: “bluetooth mesh chat, IRC vibes”
Excerpt from GitHub: “Amnezia VPN Client (Desktop+Mobile)”
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.”
Excerpt from GitHub: “Pretty fancy and modern terminal file manager”
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”
Excerpt from GitHub: “The design language that makes your AI harness better at design.”
Excerpt from GitHub: “Kronos: A Foundation Model for the Language of Financial Markets”
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.”
Excerpt from GitHub: “Give Claude the ability to watch any video. /watch downloads, extracts frames, transcribes, hands it all to Claude.”
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