external financing

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 external financing, oldest first

Aug 12, 2026 bearish

Assertion Supported

Kedrosky: Over 50% of data center funding is external financing as of Q2 2026

“As of the second quarter of twenty-twenty-six, this is now more than 50% of the funding for data centers is, is external financing, which is obviously the term of art for off balance sheet and out of your own cash flows”

Paul Kedrosky Aug 12, 2026 ▶ 3:58 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky

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external financing

Everything said about external financing, oldest first

Turn any episode into a week of clips.