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Data center financing getting harder- link

https://x.com/edzitron/status/2110132536890560878?s=20
overrated passionate pocket flask native
  10/13/26
https://x.com/semaforben/status/2110122933800604004
overrated passionate pocket flask native
  10/13/26
ed zitron is a retard. ljl at anyone taking this faggot seri...
aromatic clear stage keepsake machete
  10/13/26
https://www.semafor.com/article/10/13/2026/voltas-5-billion-...
overrated passionate pocket flask native
  10/13/26
my point stands
aromatic clear stage keepsake machete
  10/13/26
Rates went up a full point for US govt debt. It has gone ...
vibrant newt
  10/13/26


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Date: October 13th, 2026 6:18 PM
Author: overrated passionate pocket flask native

https://x.com/edzitron/status/2110132536890560878

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188582)



Reply

Date: October 13th, 2026 6:19 PM
Author: overrated passionate pocket flask native

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

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188584)



Reply

Date: October 13th, 2026 6:21 PM
Author: aromatic clear stage keepsake machete

ed zitron is a retard. ljl at anyone taking this faggot seriously.

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188588)



Reply

Date: October 13th, 2026 6:24 PM
Author: overrated passionate pocket flask native

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.

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188596)



Reply

Date: October 13th, 2026 6:25 PM
Author: aromatic clear stage keepsake machete

my point stands

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188599)



Reply

Date: October 13th, 2026 6:27 PM
Author: vibrant newt

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.

(https://xoxohth.com/thread.php?thread_id=5912582&forum_id=2#50188605)