The AI Infrastructure Boom's Unsustainable Siren Song The AI infrastructure boom is getting more leveraged, but at what cost?
As Nvidia partners with Wall Street firms to mobilize $500 billion of third party capital, the complex financing underpinning this boom is coming under closer scrutiny.
Hyperscalers and their financial backers are turning to bond markets, joint ventures, leases, and other structures to fund an unprecedented infrastructure buildout.