AI data center securitization as a non-event
Steve Eisman argued the NVIDIA-led consortium announcement is not a new asset class but a routine securitization of revenue-generating assets, similar to practices of the last 50 years.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.