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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Layered Leverage Is Funding AI Permanence

Feb 13, 2026

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10 min read

Layered Leverage Is Funding AI Permanence

SoftBank is layering debt onto its OpenAI exposure. Detroit is writing down EV overbuild. Nuclear funding is accelerating. Infrastructure capital is rotating toward durability. The common thread is duration being financed before economics are fully proven.

Dio Pouerie, +1

Feb 12, 2026

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11 min read

Verification Is Starting To Fail

AI capex is turning tech into an asset heavy sector, but the accounting and policy scaffolding is still asset light. That gap is where returns get clipped.

Dio Pouerie, +1

Feb 12, 2026

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11 min read

Control Just Became the Spread

A rare earths futures market would not just create a trade. It would create a financing lane. Across the grid, AI infrastructure, and consumer demand, capital is repricing who controls constraint before earnings move.

Dio Pouerie, +1