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AI's $5 Trillion Cost Needs Every Debt Market, JPMorgan Says

1 week 1 day ago
The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade bonds over the next five years and extensive funding from every other corner of the market, according to an analysis by JPMorgan. From a report: "The question is not 'which market will finance the AI-boom?' Rather, the question is 'how will financings be structured to access every capital market?'" according to strategists led by Tarek Hamid. Leveraged finance is primed to provide around $150 billion over the next half decade, they said. Even with funding from the investment-grade and high-yield bond markets, as well as up to $40 billion per year in data-center securitizations, it will still be insufficient to meet demand, the strategists added. Private credit and governments could help cover a remaining $1.4 trillion funding gap, the report estimates. The bank calculates an at least $5 trillion tab that could climb as high as $7 trillion, singlehandedly driving a reacceleration in growth in the bond and syndicated loan markets, the strategists wrote in a report Monday. The analysts project $300 billion in high-grade bonds going toward AI data centers next year. That could account for nearly one fifth of total issuance in that market, which a report from Barclays estimates will grow to $1.6 trillion.

Read more of this story at Slashdot.

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Arch Linux November 2025 ISO: Fresh Snapshot, Smarter Installer (Archinstall 3.0.12) & Pacman 7.1

1 week 1 day ago
by George Whittaker

Arch Linux has shipped its November 2025 ISO snapshot (2025.11.01), and while Arch remains a rolling distribution, these monthly images are a big deal, especially for new installs, labs, and homelab deployments. This time, the ISO lands alongside two important pieces:

  • Archinstall 3.0.12 – a more polished, smarter TUI installer

  • Pacman 7.1 – a package manager update with stricter security and better tooling

If you’ve been thinking about spinning up a fresh Arch box, or you’re curious what changed under the hood, this release is a very nice jumping-on point.

Why Arch Still Ships Monthly ISOs in a Rolling World

Arch is famous for its “install once, update forever” model. Technically, you could install from a two-year-old image and just run:

sudo pacman -Syu

…but in practice, that’s painful:

  • Huge initial update downloads

  • Possible breakage jumping across many months of changes

  • Outdated installer tooling

That’s why the project publishes a monthly snapshot ISO: it rolls all current packages into a fresh image so you:

  • Start with a current kernel and userland

  • Spend less time updating right after install

  • Get the latest Archinstall baked in (or just a pacman -Sy archinstall away)

The 2025.11.01 ISO is exactly that: Arch as of early November 2025, ready to go.

What’s Inside the November 2025 ISO (2025.11.01)

The November snapshot doesn’t introduce new features by itself, it’s a frozen image of current Arch, but a few details are worth calling out:

  • Ships with a Linux 6.17.x kernel, including improved AMD/Intel GPU support and updated Btrfs bits.

  • Includes all the usual base packages plus current toolchains, drivers, and desktop stacks from the rolling repos.

  • The image is intended only for new installs; existing Arch systems should keep using pacman -Syu for upgrades.

You can download it from the official Arch Linux download page or via BitTorrent mirrors.

One small twist: the ISO itself still ships with Archinstall 3.0.11, but 3.0.12 was released the same day – so we’ll grab the newer version from the repos before running the installer.

Archinstall 3.0.12: What’s Actually New?

Archinstall has evolved from “nice experiment” to “pretty solid way to install Arch” if you don’t want to script everything yourself. Version 3.0.12 is a refinement release focused on stability, storage, and bootloader logic.

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George Whittaker