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Data center financing getting harder- link

https://x.com/edzitron/status/2110132536890560878?s=20
Vigorous stag film
  10/13/26
https://x.com/semaforben/status/2110122933800604004
Vigorous stag film
  10/13/26
ed zitron is a retard. ljl at anyone taking this faggot seri...
Amethyst set knife
  10/13/26
https://www.semafor.com/article/10/13/2026/voltas-5-billion-...
Vigorous stag film
  10/13/26
my point stands
Amethyst set knife
  10/13/26
Rates went up a full point for US govt debt. It has gone ...
crusty mind-boggling school
  10/13/26


Poast new message in this thread



Reply

Date: October 13th, 2026 6:18 PM
Author: Vigorous stag film

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: Vigorous stag film

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: Amethyst set knife

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: Vigorous stag film

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: Amethyst set knife

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: crusty mind-boggling school

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)