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Havoc 4 hours ago

Would have been nice if the article had any substantive facts in it

sulam 4 hours ago | parent | next [-]

The article is a very shallow restatement of the conclusions in this paywalled piece: https://asia.nikkei.com/business/technology/five-us-tech-gia...

LetsGetTechnicl 36 minutes ago | parent [-]

Here's the un-paywalled version: https://archive.is/20260722205736/https://asia.nikkei.com/bu...

toss1 3 hours ago | parent | prev [-]

Yup, at least a table of the on-books and off-books debt of the top 5 AI-building companies would be nice