Musk Ready to Borrow $40 Billion for Data Centers as $80+ Million Stolen from Ledger Wallets

Habr's weekly finance and technology roundup adds up to a coherent picture. The AI industry is borrowing tens of billions of dollars for hardware, rehearsing its own accident scenarios, and adding rules on how models may not be treated. The headline number of the issue: Elon Musk plans to borrow $40 billion for data centers. Next to it sits another: more than $80 million was stolen from Ledger cold wallets.

The roundup is condensed, so below is only what it states. Everything else is marked as unknown.

Money for hardware: $40 billion in debt

The data center loan is the most concrete item in the issue. The sum is comparable to the annual capex of some individual cloud providers. It shows that the compute market has moved from its usual funding out of revenue and equity to large-scale debt. The announcement does not disclose the deal structure, the lenders, the interest rate, or the collateral. These parameters matter more than the headline figure, because they determine how well the project withstands a rise in the cost of capital.

The roundup also gives context: it calls France's sovereign debt too shaky. When sovereign borrowers get more expensive and private ones reach for $40 billion to pay for chips and buildings, the price of money becomes part of the AI agenda.

Safety: disaster rehearsals and rules for Claude

According to the digest's wording, AI companies are rehearsing the first major AI-caused disaster. This is apparently about drills and scenario planning, but the announcement does not say which labs take part or what exactly they simulate.

The second story: Anthropic has officially banned "bullying" Claude. The wording is vague. Most likely it is a clause in the usage policy that rules out certain kinds of abuse, but the exact text should be checked in the company's documents. Both stories show that the industry is already writing rules for incidents and abuse.

What we know in numbers

• $40 billion: the amount Musk plans to borrow for data centers, according to the roundup.
• $80+ million: stolen from Ledger cold wallets. The announcement does not describe how the theft was carried out.
• France: sovereign debt is called too shaky, with no specific figures.
• Russia: moving money abroad is becoming less convenient; details are in the full article.
• Anthropic: the ban on "bullying" Claude is officially in place; the wording is not quoted.

How to work with this

The roundup's headline, in which AI "changed all the math in a day," is not explained in the announcement text. No conclusions can be drawn from it until the primary source is available.

If you are building a product on external models, check Claude's current usage rules: possible changes affect scenarios involving aggressive testing and red teaming. If you are planning compute capacity, follow the financing terms of large data center projects: the cost of debt ultimately shows up in GPU rental prices. If you hold crypto, the Ledger theft is a reminder that cold storage does not guarantee protection against the human factor and the supply chain. For all other items, it is better to open the original Habr issue and check the details before citing the numbers further.