Tag
private-credit
FinanceWho's paying for the $10 trillion AI build-out? A Columbia paper explains the plumbing
A Columbia paper for Brookings estimates $10.3T of AI infrastructure spending from 2025 to 2032. Here's how it's being financed, and why risk is harder to see.
FinanceGPU-backed financing and SPVs, explained (plus Amazon's reported $8B chip deal)
Companies are borrowing against AI chips and moving them into special-purpose vehicles. How it works, why, and what Reuters and the FT reported about Amazon.