AI buildout
also referred to as: ai build out
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by David Cahn · across every show →
Everything said about AI buildout, oldest first
Oct 27, 2025
Cahn: AI infrastructure build-out is mostly equity and cash funded
“I actually think that what's interesting about this AI build out is that for the most part, and let's put Oracle aside, which maybe has some debt, but for the most part, the AI build out today has been equity funded and cash funded.”