data center related debt

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →

Everything said about data center related debt, oldest first

Aug 12, 2026 negative
Assertion Supported
Kedrosky: Insurance companies are among largest buyers of data center debt
“Increasingly some of the largest purchasers of data center related debt or insurance companies.”
Paul Kedrosky Aug 12, 2026 ▶ 36:35 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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