A rout in neocloud stocks is forcing investors to weigh Nvidia's hidden exposure as both supplier and lender to the AI buildout.

How developers power the AI buildout, with gas turbines or renewables, will decide whether Texas breathes easier or loses its clean air progress.

The AI buildout is running on borrowed money, and the question of who's on the hook is getting louder. Here's what a crash would mean for companies, lenders, and taxpayers.