The next AI race will be won at the credit desk
Nvidia’s $500 billion financing push shows the AI race now hinges on capital markets, not just engineering.

Mehran Gul is the author of The New Geography of Innovation, recipient of the Financial Times/McKinsey Bracken Bower Prize, and an FT Best Book of the Year selection. He was previously at the World Economic Forum and attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow.
