‘Investors are starting to see a mismatch between technology and financing. While the debt is fixed and the developer is on the hook for repayments, the value of their equipment is not. After paying off debt, how much residual value is there left for shareholders?’ www.bloomberg.com/opinion/arti...
bloomberg.comBlackstone’s AI Data Center Deals Are Looking ShakyIn a capital-intensive industry where money is the weapon that catapults startups to scale and overwhelms rivals, financiers can have a lot of sway.
