A Brookings paper by Columbia’s Stijn Van Nieuwerburgh estimates the AI buildout will cost $10.3 trillion from 2025 to 2032, more relative to GDP than the railroads or highways, and warns that leases, SPVs and private credit are hiding the risk. We explain the numbers, Meta’s Hyperion template, the $3.7 trillion revenue question and what businesses should do.
Oracle has sent a force majeure notice on Project Jupiter, the New Mexico data center campus Blue Owl’s Stack Infrastructure is building for OpenAI capacity, and the move has rattled AI financing. We explain the power delay behind it, who carries which risk across $3 billion of equity and $18 billion of loans, what Oracle’s filings show about its $664 billion backlog and $288 billion of unstarted leases, and what businesses buying AI capacity should check.
The European Central Bank raised its deposit rate to 2.50% on 10 September 2026, its second hike of the year, as Iran war energy prices pushed euro area inflation to 3.3%. We set out the new ECB interest rates, the staff projections, what markets now price, and why Christine Lagarde named AI financing as a driver of global bond yields.
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