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An analysis argues that obscure neocloud lenders, not Nvidia, are where the AI bubble could burst first.

Concentrated and lightly watched lending to neoclouds is a potential systemic risk that investors should monitor more closely than chipmakers.
Trade pressSlicast · November 1, 2026 at 11:34 UTC · US · Source: Startup Fortune
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An analysis argues that obscure neocloud… · Slicast