AI data center debt
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 27, 2026 by Ranjan Roy · across every show →
Everything said about AI data center debt, oldest first
Jul 27, 2026 neutral
Roy: AI data center debt collapse will not devastate like 2008
“The big difference here is it's still, like, at a minimum, this is gonna only affect a class of capital holders that, like, it's not everyone who has a house, that's everyone. And so the, like, knock-on effects, the actual, like, acceleration of housing prices…”