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Complexity in AI financing will not make the risks disappear.
Blain’s Morning Porridge August 13th, 2026
“Complexity does not eliminate risk – it simply hides it in plain sight.”
The AI infrastructure build out already dominates credit market funding. Now Nvidia will effectively securitise its chips to its market though a panel of private capital markets firms that lend it credibility. The worry is complex and appealing deal structures will simply hide the risks inherent in AI – and increase the likelihood of a correlated crash when something inevitably breaks.
Key takeaways
Financial complexity will make AI easier to finance – but it does not change…
The skinny
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