Caroline Hyde

We've had a lot of new neo-clouds popping up, for example.

Just tell us about the need for transparency, though.

What's so interesting is the equity market's response to Oracle today is just few.

You're telling us a little bit more.

When we have so much private credit getting involved, do investors feel they have enough information about just how broadly the borrowing is going from certain issuers?

Well said, Bloomberg's Paula Seligson.

You've got to go and read her.

Authors throughout all about the debt markets, really interesting stuff.

Meanwhile, let's go to other AI build-out.

NVIDIA CEO Jensen Huang says the company's proposed $100 billion investment in open AI was, quote, "...never a commitment."

Speaking to reporters in Taipei over the weekend, Huang reiterated his support for the Chachi PT maker, but did not disclose the total investment.

Just take a listen.

How much?

Can you say how much?

Can you say how much?

No, no, no, no.

No, no.

Nothing like that.

Seth Fiegerman joins us now for what was a busy weekend, as always, for Mr. Wang over in Taipei.

Look, are we meant to be surprised that when you've inked some sort of deal and said, look, we're good for up to $100 billion, that actually that hasn't been fully ironed out and agreed and it's up to each megawatt coming online?