Tens of billions in AI debt is secured by GPU clusters. But the part that makes a cluster worth the loan is the team running it, and that is the one asset no lender can seize.
A hacker wiped Romania's entire land registry and its connected backups. What survived, and why, decides whether you can safely let software write to your records.
Meta is spending $145B on AI yet says agents have stalled. The real limit is compounding math, and it decides which workflows you can safely hand to an agent today.
Almost every team now codes with AI; only a third governs it. The teams pulling ahead review AI's output as seriously as they once reviewed their own code.
