That's a bit misleading

Nigel Tufnel 8500 posts Original UHND Member
Posted

The $1.4T is a projection. Regardless of what the figure actually is, a significant portion will be funded by the hyperscalers' cash flow, with more still funded by Nvidia. The amount subject to be financed - while still a huge number - is far less than the scary headline number. I still argue that the buildout will have minimal impact on interest rates.

'I define fear as standing across from Joe Louis and knowing he wants to go home early.' - Max Baer

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