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José explains the real risk behind the AI buildout. "Their demand is underwriting the build out of these data centers. And so if it's like a structural demand problem, then we're cooked."

Delphi Digital

1,624,232 subscribers

29,106 次观看 • 10 天前 •via X (Twitter)

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6 条评论

Delphi Digital 的头像

Delphi Digital10 天前

Watch the full episode here.

HKM United 的头像

HKM United8 天前

If the demand underwriting the buildout is structural, what breaks first when it turns — the leases or the power contracts?

Jerry 的头像

Jerry10 天前

If the demand is fake, the data centers are just expensive tombs

Omega 的头像

Omega10 天前

Their demand is indeed the icing on the cake, but I'd argue it's also the spark that's igniting the entire AI infrastructure boom.

Liquid Edge 的头像

Liquid Edge10 天前

Hope the servers are flameproof!

Reservoir 的头像

Reservoir8 天前

Structural demand doesn't break credit if the term matches the cash flow.

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