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Steel framework cabinets housing servers networking devices and cables in contemporary equipped data center
lntélligence artificielle

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting what would be large capital expenditures into multi-year operating leases or offtake commitments. This creates meaningful “shadow” leverage and interconnected risks. How the Structures Typically Work A dedicated vehicle (SPV, joint venture, or variable…
08/22/20260Comments

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lntélligence artificielle

How Circular Financing in AI Creates Hidden Risks Beneath a Boom

Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet structures among chipmakers, hyperscalers, AI labs, and data-center operators. Money and obligations circulate among a small group of counterparties, accelerating infrastructure buildout while amplifying downside risks if end-user monetization falls short. How It Works.…
08/21/20260Comments

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Digitalisation Tech

Starlink Direct-to-Cell, also called Starlink Mobile or D2C/DTC

Starlink Direct-to-Cell (also called Starlink Mobile or D2C/DTC) is SpaceX’s satellite-to-smartphone service that lets ordinary, unmodified 4G/LTE phones connect directly to Starlink satellites for basic connectivity in areas without terrestrial cell coverage. As of August 2026, the Direct-to-Cell service has been live since July 2025, commercially launched with T-Mobile in the US. Its constellation comprises…
08/12/20260Comments

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lntélligence artificielle Tech

Prospective Trajectory of SpaceX as an Infrastructure

SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of August 10, 2026. It is a physical infrastructure platform (launch, Starlink LEO constellation, emerging terrestrial/orbital AI clusters) whose systemic externalities make it the most credible physical layer zero for the decentralized economy, orbital data, resilient…
08/10/20260Comments

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Carbon Credit MarketCarbon Credit Market lntélligence artificielle Tech

The Super-Cycle of Energy Transition and AI Metals

1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows: A. AI Infrastructure: The five hyperscalers (Amazon, Microsoft, Google, Meta, Apple) invested $320 billion in H1 2026, in line with an annual projection of $650 billion. Each 100 MW data center requires approximately 30,000 tons of…
07/12/20260Comments

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lntélligence artificielle Tech

Copper-to-optics transition, commoditization of AI interconnects, quantitative analysis of Corning, Coherent, Lumentum drivers

www.steelldy-indices.com This study analyzes the evolution of the fiber optics industry in the context of the explosion of data centers for artificial intelligence, covering the period 2026-2031. The central thesis we defend is as follows: the transition from copper to optics in data center infrastructure is an irreversible structural trend, based on fundamental physical constraints…
07/07/20260Comments

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Digitalisation

Chipflation: How AI is Reshaping Global Economics and Investment Landscapes

Abstract The emergence of artificial intelligence as a transformative economic force has catalyzed an unprecedented surge in demand for semiconductor components, creating a phenomenon economists are beginning to term "chipflation." This technical analysis examines the multifaceted impact of AI-driven chip demand on global inflation, market dynamics, and investment opportunities across the semiconductor ecosystem. Through quantitative…
05/15/20260Comments

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Analyse de marchéAnalyse de marché Cryptos

Morgan Stanley Warning: The U.S. Could Face a Major Power Shortage by 2028

Morgan Stanley warns that accelerating global AI adoption is fueling an unprecedented demand for electricity, potentially leading to a 20% U.S. power shortfall by 2028 if supply doesn't match the exponential growth. Massive U.S. data centers, driven by major tech investments exceeding $400 billion by companies like Microsoft, Google, Amazon, and Meta for compute capacity…
04/13/20260Comments

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