Terrifying sentence from Goldman Sachs: “Hyperscalers will need financing from across markets, structures, and currencies as they potentially bump up against sa... (opens in new tab)

Terrifying sentence from Goldman Sachs: “Hyperscalers will need financing from across markets, structures, and currencies as they potentially bump up against saturation considerations in liquid credit markets …” At the point the question for me is not whether hyperscaling will collapse but how bad the collateral damage will be. Rohan Paul (@rohanpaul_ai) Goldman Sachs is now saying the AI race has become a $5.3T capital-spending cycle. with that figure covering expected hyperscaler spending o...