Datacenter capex gravy train is over

5 pointsby zerosizedweasle3 hours ago1 comment

toomuchtodo3 hours ago
Citation required.
- zerosizedweasle3 hours ago
  *Amazon dropping like a stone on datacenter capex
  - 3 hours ago
    undefined
  - toomuchtodo3 hours ago
    The music slows, it has not stopped. Watch the debt and private credit markets for signal.
    zerosizedweasle3 hours ago
    A lot of private credit is going to be lucky to get through this https://archive.is/XdLmM