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Datacenter capex gravy train is over

• toomuchtodo 8mo ago
  Citation required.
  • zerosizedweasle 8mo ago
    *Amazon dropping like a stone on datacenter capex
    • toomuchtodo 8mo ago
      The music slows, it has not stopped. Watch the debt and private credit markets for signal.
      • zerosizedweasle 8mo ago
        A lot of private credit is going to be lucky to get through this https://archive.is/XdLmM https://archive.is/XdLmM
    • deleted 8mo ago
      [deleted]