Joachim Klement (@klementoninvesting): "A beautiful explanation of how AI hyperscalers manage to build AI infrastructure while keeping the debt off their balance sheets."

The app for independent voices

A beautiful explanation of how AI hyperscalers manage to build AI infrastructure while keeping the debt off their balance sheets.

This Is Not Investment Advice

Unpacking the Mechanics of Conduit Debt Financing

Nov 16

at

2:23 PM

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