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Data center financing getting harder- link

https://x.com/edzitron/status/2110132536890560878?s=20
Jade Telephone
  10/13/26
https://x.com/semaforben/status/2110122933800604004
Jade Telephone
  10/13/26
ed zitron is a retard. ljl at anyone taking this faggot seri...
Bright fat ankles love of her life
  10/13/26
https://www.semafor.com/article/10/13/2026/voltas-5-billion-...
Jade Telephone
  10/13/26
my point stands
Bright fat ankles love of her life
  10/13/26
Rates went up a full point for US govt debt. It has gone ...
thriller hospital
  10/13/26


Poast new message in this thread



Reply

Date: October 13th, 2026 6:18 PM
Author: Jade Telephone

https://x.com/edzitron/status/2110132536890560878?s=20

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188582)



Reply

Date: October 13th, 2026 6:19 PM
Author: Jade Telephone

https://x.com/semaforben/status/2110122933800604004

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188584)



Reply

Date: October 13th, 2026 6:21 PM
Author: Bright fat ankles love of her life

ed zitron is a retard. ljl at anyone taking this faggot seriously.

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188588)



Reply

Date: October 13th, 2026 6:24 PM
Author: Jade Telephone

https://www.semafor.com/article/10/13/2026/voltas-5-billion-debt-deal-is-a-pulse-check-on-the-ai-financing-boom

He's just quoting that article.

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188596)



Reply

Date: October 13th, 2026 6:25 PM
Author: Bright fat ankles love of her life

my point stands

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188599)



Reply

Date: October 13th, 2026 6:27 PM
Author: thriller hospital

Rates went up a full point for US govt debt.

It has gone up more for riskier debt. So being priced 2% higher is just the new norm for capital, plus ya there has been hundreds of billions poured into AI debt, debt holders want some extra yield for concentration risk.

None of this highlights any new risk/doubt on AI.

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188605)