AI’s Debt Boom, Humanoid Factories, and Gemini’s Access Shift

Podcast: AI in Flow · Six & Flow

Opublikowano: 2026-10-07

Claire and Peter unpack a day where AI stops looking like just a tech story and starts looking like a capital markets story. Reports say SpaceX is exploring up to 40 billion dollars in debt to buy Nvidia chips, a sign of how infrastructure financing is becoming part of the AI stack, while analysts warn that heavy AI borrowing could keep long-term yields elevated.They also look at Boston Dynamics appointing former Amazon executive Rohit Prasad as CEO, alongside Hyundai’s plan to deploy Atlas humanoids in factories from 2028 and scale production capacity, plus strategic partnerships with Nvidia and Google DeepMind. On...