$AI Capex boom meet GFC

Compute is the new “Asset”.. now it is for lending to AI, in due course the assets will ABS-ed… Just because MBS has exploded…

https://www.reuters.com/technology/wall-street-giants-partner-with-nvidia-500-billion-ai-financing-deal-ft-reports-2026-08-10/

Here CNBC Kristina Partsinevelos explains the deal…

US knows how to financialize everything… and then make it as weapons of mass destruction!!!