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Analysis: Oracle has moved $66B of debt for building AI data centers off its balance sheet using SPVs; Meta has moved $30B, xAI moved $20B, and CoreWeave $2.6B (Tabby Kinder/Financial Times) from Techmeme RSS feed.
Analysis: Oracle has moved $66B of debt for building AI data centers off its balance sheet using SPVs; Meta has moved $30B, xAI moved $20B, and CoreWeave $2.6B (Tabby Kinder/Financial Times)
Tabby Kinder / Financial Times:
Analysis: Oracle has moved $66B of debt for building AI data centers off its balance sheet using SPVs; Meta has moved $30B, xAI moved $20B, and CoreWeave $2.6B — Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust