Hyperscalers are increasingly funding the massive AI capex buildout with debt (opens in new tab)

Hyperscalers are increasingly funding the massive AI capex buildout with debt David Haber (@dhaber) "Every dollar since the invention of fire" is going into this AI capex build out — and equity can’t fund it all. Marc Rowan anticipates Wall Street & Silicon Valley teaming up much more frequently to fund this next tech supercycle. Video —