Datacenter capex gravy train is over

4 comments

• toomuchtodo 11 hours ago

  Citation required.

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  • zerosizedweasle 11 hours ago

    *Amazon dropping like a stone on datacenter capex

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    • toomuchtodo 11 hours ago

      The music slows, it has not stopped. Watch the debt and private credit markets for signal.

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      • zerosizedweasle 10 hours ago

        A lot of private credit is going to be lucky to get through this https://archive.is/XdLmM