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Topic

AI infrastructure financing

3 mentions in 1 episode

The hosts discuss proposed NVIDIA deals and concerns that interconnected financing could increase losses if AI demand falls short.

Mentions

757: This Time With Chicks

  • 29:38

    AI infrastructure deals potentially worth more than $750 billion

  • 30:17

    guarantees of up to $250 billion

  • 30:35

    rising debt and interconnected deals could amplify losses