FT News Briefing Ukraine’s plan to win over Trump
6 snips
Nov 13, 2024 Trump's legal issues take a pause as Ukraine devises a strategy to win his favor, emphasizing military cooperation and resource support. Meanwhile, SoftBank celebrates a comeback thanks to Indian IPOs, while Wall Street dives into a burgeoning $11 billion debt market fueled by AI chip demand. The rise of NeoCloud companies, originally focused on crypto, showcases a shift in tech leasing dynamics. This landscape reveals financial risks tied to NVIDIA chip values and hints at political turbulence as Germany faces unexpected elections.
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Ukraine's Victory Plan
- Ukraine is creating a "victory plan" to incentivize continued US support under a Trump administration.
- This plan offers access to resources and troops, appealing to Trump's transactional approach.
Ukraine's Offer to Trump
- Ukraine's proposal includes sharing valuable minerals and providing experienced troops to replace US forces in Europe.
- These offerings aim to address Trump's skepticism towards NATO and foreign deployments.
Neocloud Companies and Chip Value
- Neocloud companies, previously cryptocurrency miners, now lease NVIDIA chips to tech companies.
- Wall Street is lending billions based on these chips' value, creating a new debt market.