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Bernie Sanders Says He Isn't Certain Trump Wouldn't Sign Medicare For All, Urges Democrats to Lower Medicare Eligibility Age to 55: ‘Our Job Is To Produce It’
Bernstein: annualized revenue per MW, 2Q26
$CRWV $NBIS $IREN
Bernie Sanders is urging Democrats to put the brakes on the AI industry following the midterms.
He wants a nationwide moratorium on AI data centers, a pause on advanced AI development and a ban on superintelligence, claiming the public supports such a move.
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Bernie Sanders gives blazing interview as support for California billionaire tax plummets: 'Disgusting'
Bernstein: Neocloud deals typically require credit backing—like cash upfront, bank guarantees, or AI chip partner support—though lenders now accept partial coverage, such as ~80% of construction debt, instead of full guarantees. Over time, this protection diminishes as guarantees amortize linearly, prompting guarantors to demand step-in rights to secure data center space and power if needed.
$NBIS $CRWV $IREN
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Bernstein on $INTC: “Q426 outlook however was (in a word) terrible.” PT cut to $75 from $110
BERNSTEIN: NEOCLOUD FINANCING HAS BECOME MORE RESTRICTIVE
The market has shifted from 100% guarantees to ~80% of construction debt rather than full obligation. Financing is still available, just tighter and more expensive than a year ago.
$CRWV $NBIS $IREN $DOCN $WYFI $SPCX $NVDA
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Bernstein estimates $CRWV will need $108 billion of incremental capex to reach 4.2 GW and an additional $152 billion to reach 8GW assuming $40M/MW 😳
Bernie Sanders and Adam Schiff Sound Alarm As Rogue AI Agents Enter Bank Accounts, Warn of Financial Chaos: ‘Pause AI NOW!’
Bernie Sanders (@BernieSanders) is taking aim at billionaire wealth, arguing that extreme fortunes come at the expense of ordinary Americans.
