Related posts
Brad DeLong Mastodon
Spreads on financing the datacenter buildout are still small enough not to seriously discourage it, but large enough to reveal that the financiers are getting nervous about a non-zero chance of a bigdeal default on their loans: **DataCenter Risk Is the Real Thing: CHART OF THE DAY** For the second day in a row, looking at debt & datacenters & Interest-rate spreads; the widening in hyperscaler datacenter build-out financing spreads is not driven by dealer hedging of new issuance… 1/
data centersdiscouragehyperscaler
The subject this post names, from the same vocabulary the directory files beliefs under, and the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
Nothing else here says these words yet. Try AI, or search the site for it.