The AI Money Trail: Who's Paying for the AI Boom — and What Happens If the Money Gets Tighter

Nvidia's CEO admitted an affair with a woman U.S. officials reportedly tie to Chinese intelligence. Anthropic is lining up one of the largest stock offerings ever. CoreWeave just lost $709 million in a quarter where its revenue jumped. All three are part of the same money trail.

In this short ebook, Tony Nash, host of The Opening Print and CEO of Complete Intelligence, follows the money behind the AI boom:

• The Huang affair, Nvidia's board investigation, and what it means for the company at the center of AI spending
• Anthropic's IPO terms, its $900 billion of commitments and the $42 billion Broadcom note facility
• CoreWeave's debt, dilution and why it's the stress test for the whole buildout
• Chipmakers buying stakes in their own customers, and what the Fed calls "the appearance of circular financing"
• Rates, the Fed and China
• The two tests Tony is watching before buying any AI stock

12 chapters, 55 pages, with sources. PDF. Facts as of November 11, 2026.

For information and education only. Not financial advice.