Investments

The AI boom needs other people's money

October 2026 · AI Capital Cycle Review. Customers paid for AI faster than ever, and the richest builders still turned to investors to fund the next…

Nov 2 • Vladimir Goloborodko

The Boom Can Break While the Business Grows

Q3 2026 · AI Capital Cycle Review · AI demand can keep growing while financing pressure changes who owns the infrastructure.

Oct 2 • Vladimir Goloborodko

The AI buildout bought more time

August 2026 · AI Capital Cycle Review. Lenders and suppliers gave the expansion more time. Customers still have to turn that time into earnings.

Sep 1 • Vladimir Goloborodko

The businesses got better. The money got worse.

July 2026 · AI Capital Cycle Review. A growing order book can make a business look stronger while making its next bill harder to pay.

Aug 21 • Vladimir Goloborodko

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