Tech & AI
SGMS articles on technology and AI from a markets angle: spending, financing and valuations.
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Plenty, Just Not Here
On paper the world has enough copper. Chinese buyers are paying the most in 13 years to get some. Why both are true, and…
7 min read -
Limited Offer, While Stocks Last
Anthropic’s IPO filing shows spectacular growth and a first profit. It also shows why the company chose to sell now, before the bill arrives.
13 min read -
Cloudy With a Chance of Default
AI data centers are being built on borrowed money, and the debt is being sliced, rated and sold on to pension funds, insurers and…
7 min read
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