They gobbled up the easy money… now they have to work harder for more, and yeah, they may have to slow down a bit and embrace fiscal responsibility… I expect to see restructuring of debts along the way, but I’d be very surprised to see any of the major US based players implode.
They gobbled up the easy money… now they have to work harder for more, and yeah, they may have to slow down a bit and embrace fiscal responsibility… I expect to see restructuring of debts along the way, but I’d be very surprised to see any of the major US based players implode.
Both Anthropic & OpenAI have debt repayments coming up in 2027 that: