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CoreWeave’s Credit Scare, the AI Debt S&P Can’t See, Volta’s 11%+ Loan, and OpenAI’s $30 Billion Race
AI Market Recap, October 20, 2026
Oct 20
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Auditing AI
7
4
2
Meta’s Biggest Data Center Isn’t on Its Balance Sheet
The reason Meta keeps Hyperion off its books is the same reason it could owe $28 billion.
Oct 18
•
Auditing AI
4
2
Why a 16-Year AI Data Center Bond Costs Less Than a 5-Year One
A Google backstop got one builder 6%. A CoreWeave lease cost another nearly 10%.
Oct 15
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Auditing AI
12
4
OpenAI’s Two Revenue Figures, Nvidia’s $105 Billion Backstop, Oracle’s $664 Billion Backlog, and CoreWeave’s Landlord
AI Market Recap, October 13, 2026
Oct 13
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Auditing AI
6
2
Calculate the Break Even Point for an AI System That Still Depends on People
Presto said its drive-thru AI completed 95% of orders while people overseas typed them in. Paying them kept it from turning a profit. Check your own AI…
Oct 11
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Auditing AI
3
2
What Companies Say About AI Success and What They Report to the SEC
An audit of what Microsoft told investors and what it put in its annual report
Oct 9
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Auditing AI
6
2
2
September 2026
How Uber Kept AI Spend Flat Through a 9.4x Increase in Requests
Follow-up to Why Cheaper AI Is Making Your Company’s Bill Bigger: Tokens, Compute and Hidden Bills
Sep 6
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Auditing AI
16
3
May 2026
NVIDIA and AI Inference Economics in 2026
Inside the economics of AI inference, who absorbs the cost, and why workers feel the squeeze regardless. 4 min read.
May 18
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Auditing AI
6
1
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