Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
AI’s status as a transformational technology is beyond question, at least among pundits. The affordability of the data center buildout required for the hyperscalers to achieve their commercial ambitions has become a matter of debate.
The Rabid Capitalist perceives it as a moot point. Lenders will compete to fund the hyperscalers. Debt will be issued at the firms’ current credit ratings. Only the terms of these loans remain uncertain.
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