· 6 min read
The Two Clocks Ticking Inside the $500 Billion AI Credit Boom
Wall Street can finance the AI buildout. The harder task is keeping contracts and GPU economics alive for the length of the debt.
Some personal notes and essays from The Forward Curve, where I cover the finance, AI, and what’s getting repriced.
Wall Street can finance the AI buildout. The harder task is keeping contracts and GPU economics alive for the length of the debt.
Disclaimer: My views and opinions expressed here are solely my own and do not necessarily reflect the position of my employer or any other affiliated organizations. Nothing contained in this blog should be construed as investment advice.