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This paper from the Bank for International Settlements examines the financing of the AI boom, focusing on the shift from cash flows to debt.
The Bank for International Settlements warns that an AI-driven market selloff could quickly spill into credit, citing past stress episodes and an opaque private credit system.
BIS issued guidance requiring licenses for advanced AI chip exports to Chinese-headquartered firms located outside China, highlighting previous enforcement gaps for overseas subsidiaries like Tencent Malaysia buying Nvidia Blackwell chips.