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Data center financing getting harder- link

https://x.com/edzitron/status/2110132536890560878?s=20
German pumo
  10/13/26
https://x.com/semaforben/status/2110122933800604004
German pumo
  10/13/26
ed zitron is a retard. ljl at anyone taking this faggot seri...
harold lauder
  10/13/26
https://www.semafor.com/article/10/13/2026/voltas-5-billion-...
German pumo
  10/13/26
my point stands
harold lauder
  10/13/26
Rates went up a full point for US govt debt. It has gone ...
me mum died in the holly (TT6)
  10/13/26


Poast new message in this thread



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Date: October 13th, 2026 6:18 PM
Author: German pumo

https://x.com/edzitron/status/2110132536890560878?s=20

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188582)



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Date: October 13th, 2026 6:19 PM
Author: German pumo

https://x.com/semaforben/status/2110122933800604004

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188584)



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Date: October 13th, 2026 6:21 PM
Author: harold lauder (https://www.youtube.com/watch?v=hPMyxMyJr-0)

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)



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Date: October 13th, 2026 6:24 PM
Author: German pumo

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)



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Date: October 13th, 2026 6:25 PM
Author: harold lauder (https://www.youtube.com/watch?v=hPMyxMyJr-0)

my point stands

(http://www.autoadmit.com/thread.php?thread_id=5912582&forum_id=2#50188599)



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Date: October 13th, 2026 6:27 PM
Author: me mum died in the holly (TT6)

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)