Topic

#Private Credit

2 articles

A city hall building crumbling into a sinkhole filled with warm glowing server racks and cables

Feb 6, 2026 • 8 min read

The Subprime AI Crisis: Why Your City Hall Holds the Bag

While eyes are on Nvidia's stock price, a quiet $300 billion shift to private credit is offloading AI risk onto municipal taxpayers. The Bank for International Settlements just flashed a warning light on the opaque debt fueling the data center boom.

#AI #Private Credit #Municipal Bonds

A futuristic data center complex with glowing blue power lines connecting to a massive corporate skyscraper at dusk.

Dec 31, 2025 • 8 min read

The $40 Billion AI Grid Heist: BlackRock’s Power Play

BlackRock's $40 billion acquisition of Aligned Data Centers marks the privatization of the American AI grid, creating a two-tier compute economy.

#BlackRock #AI Infrastructure #Data Centers