They’re Borrowing Against AI Chips. What Could Go Wrong?
From Know Your Risk Podcast · 48:56
Show by Know Your Risk Radio
November 13, 2026 – The AI buildout depends on chips. Some of its financing depends on those chips holding their value. What happens when better technology, changing demand, or falling prices puts that collateral under pressure?Zach Abraham and Chase Taylor unpack the risks of borrowing against AI hardware, the enormous spending behind the buildout, and why strong demand doesn’t eliminate financing risk. They also examine Nvidia’s continuing uncertainty and the questions its upcoming earnings call may need to answer beyond the quarterly numbers.Plus: rising Treasury yields and the dollar, the split between resilient indexes and struggling chip stocks, oil-market expectations, and a developing FAA ground-stop story that breaks during the recording.Schedule your free Know Your Risk Review at KnowYourRiskRadio.com
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