Search

Furkan Yildirim wrote that, according to recent reports, SpaceX intends to borrow 40 billion dollars to purchase Nvidia chips. Nvidia itself holds around 123 million SpaceX shares and is simultaneously building a 500-billion-dollar platform with six major financial institutions that offers loans to customers for Nvidia chips and guarantees part of it. Yildirim described this as a circular flow of money. According to the Financial Times, 10 billion dollars of the SpaceX deal should come from bank loans and 30 billion from bonds. Apollo is supposed to lead it, which according to Yildirim is also one of the partners of Nvidia's platform. When SpaceX was looking for investors, they received a two-page memo with space images describing the data centers as being located in an unspecified place in space. An investor reportedly asked, according to the Financial Times, how he should explain that to his investment committee. Yildirim also pointed to skepticism in the bond market: SpaceX sold bonds worth 25 billion dollars in June; the bonds, maturing in 2056, are currently trading at around 85 cents on the dollar and have a risk premium at junk bond levels. SpaceX reported losses of 4.9 billion dollars in 2025 and 4.28 billion dollars in the first quarter of 2026 alone. Nevertheless, the company is officially considered an investment-worthy debtor at the second worst level of this category. According to Yildirim, this classification allows insurers and pension funds to purchase bonds on a larger scale. Apollo's life insurer Athene typically takes a large share in such deals. As further evidence of the development, Yildirim cited information from Goldman Sachs, indicating that by 2026 about 500 billion dollars in AI-related debt had already been taken on. By the end of the year, the bank expects more than 750 billion dollars and nearly 1.2 trillion dollars for 2027. According to the Financial Times, Nvidia also negotiated with insurers at the end of September about the transfer of default risks related to chip loans. Yildirim wrote that the investment boom is increasingly being financed through debt and referred to a detailed video on the topic published the previous day. #SpaceX #Nvidia #Finanzen (translated)

The Physics Nobel Prize 2026 will be awarded to the Belgian-American physicist Francis Halzen for his significant contributions to the IceCube experiment at the South Pole and the discovery of high-energy neutrinos from the universe. #PhysikNobelpreis #Neutrinos #IceCube (translated)

Dr. David Lütke wrote pointedly that a failure of Merz, according to his portrayal, would not only cause the government to fail, but also Europe, Ukraine, the climate, the world, the galaxy, and ultimately the universe. He named Putin, Trump, and the AfD as those responsible. https://t.co/kDThLIROtZ #Politik #Regierung #Krise (translated)

There is a crisis in cosmology, as the dark energy spectroscopic instrument DESI operating in the Arizona mountains has created the largest three-dimensional map of the universe, which calls into question our understanding of dark energy and pushes us to look at perspectives for rewriting the cosmological standard model. #kosmoloogia #tumeenergia #universum (translated)

Uurimus näitas, et nii väikeste kui ka supermassiivsete mustade aukude ainet neelamise ja välja paiskamise mehhanismid on ühesugused, tuginedes samadele füüsikaseadustele, mis võimaldab astronoomidel paremini ennustada, millal ja milliseid ainejugasid mustad augud tekitavad. #mustauk #universum #astronoomia

Goedemorgen! 🍀 M'n broek zakte vanochtend twee keer af toen ik (maar 15 minuten) keek naar Goedemorgen Nederland. Eerst toen ik hoorde hoe makkelijk @RvanAsten wegkwam met zijn ontwijkende reactie op de mislukking van het EU asiel-en migratiepact. ('opstartproblemen'... yeah sure 🙄) En daarna door de uitspraak van Fidan Ekiz: "Met nog vier dagen tot Prinsjesdag willen we van D66-Kamerlid @RvanAsten weten hoeveel begrip hij heeft voor een bokkende oppositie" Wtf? Begrip van D66? En de oppositie zou hier het probleem zijn? Nog los van het feit dat D66 geen ene zak gepresteerd heeft behalve mooie plaatjes delen en dito praatjes vertellen: In welk parallel universum is zo'n vraag aan een coalitielid überhaupt 'journalistiek' te noemen? Anyway, ik heb er al bijna 5000 stappen op zitten vanochtend. Toch nog iets positiefs. Ik wens jullie een #FijneVrijdag #Goedemorgen #Prinsjesdag #Politiek

Intussen een parallel universum: de publieke omroep is niet links, maar juist héél rechts. Totaal losgezongen van de realiteit. Behalve bij @ongehoordnedtv hoor je overal dezelfde links-liberale, woke propaganda. Daarom kijkt vrijwel niemand meer. https://t.co/uklUnKUG2c #Mediacritiek #PubliekeOmroep #Politiek