Clouds of Credit: Mapping the Financial Web Behind AI Compute
The study maps the financial network supporting AI buildout, revealing concentrated debt exposures and network propagation risks that could cause losses reaching $16.87 trillion in a low-productivity state.
Featured in No. 139 on 13 Nov 2026 · 3 days after release
- Released
- 10 Nov 2026
- First featured
- No. 139 · 13 Nov 2026
- Published in
- Not yet, as far as Semantic Scholar knows
- Fanfare
- 4 of 5
- Identifier
- SSRN 7684118
- Authors
- Stijn Van Nieuwerburgh and Zijin Su
Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).