Patel: Google and Amazon will borrow debt to fund AI infrastructure
Dylan Patel · Dylan Patel Explains the AI War While Cooking | In-Context Cooking · Feb 26, 2026 · at 33:54
Dylan Patel explains that escalating AI CapEx demands will eventually force cash-rich hyperscalers like Google and Amazon to leverage debt.
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“Google and Amazon haven't taken on debt yet for AI infrastructure, but they will, right?”
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