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Zitron Squeeze · Yesterday · 8 min

Credit Crunch

An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the power connected. The price of money When a project needs a lender The labs’ financing wall Who is buying the compute? Risk travels through contracts The customer cash-flow test Source: Ed Zitron's Where's Your Ed At — Credit Crunch This podcast was created with Podkey. Make your own at https://podkey.fm

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An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the power connected.

  • The price of money
  • When a project needs a lender
  • The labs’ financing wall
  • Who is buying the compute?
  • Risk travels through contracts
  • The customer cash-flow test

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This podcast was created with Podkey. Make your own at https://podkey.fm

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