AITomasz Tunguzabout 21 hours ago
Concrete, Silicon, & Leverage
4 min read
Hyperscalers will issue an estimated $4 trillion in debt over five years to finance AI infrastructure, a credit expansion equal to 91% of the US municipal bond market. US data center capacity grows from 25 to 70 gigawatts, requiring $1.2-$1.5 trillion annual AI revenue by 2030.
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