Credit Crunch
An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the power connected.
The price of money
When a project needs a lender
The labs’ financing wall
Who is buying the compute?
Risk travels through contracts
The customer cash-flow test
Source:
Ed Zitron's Where's Your Ed At — Credit Crunch
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