1 entry tagged circular financing. All writing.
OCTOBER 2, 2026 The Bridge Loan Nobody Signed For A ZeroHedge post making the rounds argues that $2-3 trillion a year of circular, on-and-off-balance-sheet AI financing is a bridge loan — one that only gets repaid once enterprise AI spend reaches about $3 trillion a year in 2031. I checked how real the "circular financing" part is and how solid the 2031 number actually looks.