Vishal

Thinker & Problem Solver | IT Services and Advisory | Speaker
Opinions are my own and not the views of my employer or others | Retweets don't mean endorsements.

[Vishal @sharmavishal]

New eBook Release: The AI Bottleneck Shift - From Chips to Credit
For the past three years, the AI discussion has been dominated by GPUs, models and data centres.
I believe the bottleneck has now shifted.
https://t.co/UgYe4G806f #future #strategy #AI #Chips

[Vishal @sharmavishal]

AI Has a Money Problem, and Anthropic's IPO Is the Test - Why the biggest AI listing of the year is landing in the worst market of the year, and what it tells us about who really pays for #AI. #future #strategy #marketwatch #IPO #anthropicAI #MSFT #OpenAI
https://t.co/UtOIo5r7Ha

[Vishal @sharmavishal]

Post has 6 sections in detail to cover key concepts to give a better perspective.

[Vishal @sharmavishal]

The #AI Bottleneck Shift: From Chips to Credit - https://t.co/iiGQqz7Kpp
#future #strategy #marketwatch #education #learn #NVDA #neocloud #AWS #openAI #CoreWeave

[Vishal @sharmavishal]

Ten Key Takeaways

[Vishal @sharmavishal]

Some tremors are underway - a market correction has started and it could get ugly in the next 4-8 weeks.
Mark this tweet.

[Vishal @sharmavishal]

As equity financing for #AI Capex dries up and debt-driven Capex rises, increasing yields will converge on equity returns. When that happens, a sharp contraction becomes the likely outcome.
#future #strategy #marketwatch

[BodyFast Intermittent Fasting @bodyfastapp]

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[Vishal @sharmavishal]

A clear summary table of what key Australian players have already done (or committed to) to address / adapt to SpaceX/Starlink competition.

[Vishal @sharmavishal]

Here are the main Australian and New Zealand telecom stocks that fell on Monday, 12 Oct, following SpaceX’s US low-band wireless spectrum acquisition #future #strategy

[Vishal @sharmavishal]

#SpaceX Steps Up Competition with U.S. Carriers
Grain Management agreed to sell 100% of its nationwide 800 MHz spectrum portfolio, up to 14 MHz of paired low-band spectrum, to SpaceX, subject to FCC approval. Financial terms were not disclosed.
#future #strategy #disruption

[Vishal @sharmavishal]

@AswathDamodaran S&P 500 chart (2001 02026):
📈 Earnings: Skyrocketing toward new highs (310)
📊 Cash Returned: Dividends + buybacks holding steady near 200
📉 Payout Ratio: Dropping sharply to 62%
Co's are retaining cash for CapEx & growth rather than increasing payouts

[Vishal @sharmavishal]

@elonmusk wanted a phone named X previously with Grok bot interface powered by xAI /AgenticAI on it that wouldn’t need individual apps. This is why he called this Big. This is troubling for Samsung & Apple and Telco's globally. #future

[Vishal @sharmavishal]

#SpaceX Steps Up Competition with U.S. Carriers
Grain Management agreed to sell 100% of its nationwide 800 MHz spectrum portfolio, up to 14 MHz of paired low-band spectrum, to SpaceX, subject to FCC approval. Financial terms were not disclosed.
#future #strategy #disruption

[Vishal @sharmavishal]

The threat to telcos is the erosion of the coverage moat, loss of wholesale leverage, price pressure, higher spectrum prices and pressure on valuations. Reports described AT&T, T-Mobile and Verizon shares falling around 6–7% after hours.

[Vishal @sharmavishal]

#SpaceX Steps Up Competition with U.S. Carriers
Grain Management agreed to sell 100% of its nationwide 800 MHz spectrum portfolio, up to 14 MHz of paired low-band spectrum, to SpaceX, subject to FCC approval. Financial terms were not disclosed.
#future #strategy #disruption

[Vishal @sharmavishal]

Satellites at 2 GHz can cover areas outdoors but struggle indoors. The 800 MHz terrestrial layer fills that gap, & most phones already support it. Together, these assets make #SpaceX a hybrid satellite-terrestrial mobile carrier with a very different cost view from incumbents.

[Vishal @sharmavishal]

🇺🇸 vs 🇪🇺 The Sovereign Growth TrapUS grows ~2.1–2.2% while France, Germany & UK crawl at 0.4–1.2%.High debt is manageable with growth. Without it, yields and risk premiums explode - especially in https://t.co/nqm4NKcu6P’s the brutal comparison (Oct 2026)

[Vishal @sharmavishal]

As equity financing for #AI Capex dries up and debt-driven Capex rises, increasing yields will converge on equity returns. When that happens, a sharp contraction becomes the likely outcome.
#future #strategy #marketwatch

[Vishal @sharmavishal]

Two-speed economy is here. #AI mega-caps & related capex roaring ahead. Everything else lagging hard.
30yr Treasury yield just hit 5.73%.
That’s the highest in ~20 years.
Debt-financed AI buildout just got a lot more expensive.

[Vishal @sharmavishal]

Two-speed economy is here. #AI mega-caps & related capex roaring ahead. Everything else lagging hard.
30yr Treasury yield just hit 5.73%.
That’s the highest in ~20 years.
Debt-financed AI buildout just got a lot more expensive.

[Vishal @sharmavishal]

Higher long rates = higher hurdle rates for data centers, hyperscalers & the whole AI infrastructure wave. Debt-driven capex going forward is under real pressure. History check: whenever markets run this two-speed corrections usually follow.

[Vishal @sharmavishal]

Two-speed economy is here. #AI mega-caps & related capex roaring ahead. Everything else lagging hard.
30yr Treasury yield just hit 5.73%.
That’s the highest in ~20 years.
Debt-financed AI buildout just got a lot more expensive.