Credit
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5 Nov 2026 · 12 min read · 2 views
The AI bubble question: $800 billion of capex, rising credit stress, cheap yen, and what it means for Nepal
Big Tech is spending close to a trillion dollars on AI, increasingly with borrowed money at 7-15% yields, while credit insurance on Oracle hits records and cheap yen funds leveraged bets. We connect every link, from bonds to margin calls to 2008, and show how it could reach Nepal.
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