The Price of Building AI
Episode 11: The Price of Building AI
Why Rising Borrowing Costs Are Splitting the AI Build-Out in Two
Demand for AI looks strong. The cost of building the power, computing capacity and infrastructure to meet it is rising fast. Last week those two stories began to pull apart, and the market started paying for AI's story while selling the plumbing that makes it possible.
In the first episode of the new weekly format, Tim Hardwick works through five parts:
The macro regime. Long-term borrowing costs rose sharply as the US ten-year Treasury yield moved to post-crisis highs. The episode looks at…
The skinny
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