The Universal Owner — Is AI Eating Its Own Budget? (July 15, 2026)

from The Universal Owner · host Universal Asset Owners

Is the AI build-out adding to enterprise budgets, or reallocating one finite wallet? IBM says clients pulled late-June capex into scarce hardware as large deals slipped; the BIS flags about $115bn of BDC software loans not yet priced for AI risk. Plus Hormuz, Korea and China. From the UAO Editorial Desk. Supported by AssetOps by Corinium — Chicago, Aug 11, 2026: https://assetops-chicago.coriniumintelligence.com/registration

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The Universal Owner — Is AI Eating Its Own Budget? (July 15, 2026)

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