data center debt

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 30, 2025 by Nathan Benaich · across every show →

Everything said about data center debt, oldest first

Oct 30, 2025 negative

Assertion Supported

Meta raises tens of billions in off-balance-sheet debt for data centers

“You have this, sort of, offloading of debt from big companies, for example, Meta, that raises tens of billions of dollars to fuel its data center ambitions, but that doesn't sit on Meta's balance sheet.”

Nathan Benaich Oct 30, 2025 ▶ 15:26 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue

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data center debt

Everything said about data center debt, oldest first

Turn any episode into a week of clips.