Magnetar Capital
4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · said 10 times in 1 episodes since 2026 · across every show →
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brought up most by Sarah Guo (8), Neil Tiwari (2)
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2026 10 mentions in 1 episode
Everything said about Magnetar Capital, oldest first
Feb 26, 2026 bullish
Feb 26, 2026 neutral
Tiwari: Data center power and operations have replaced chips as primary bottleneck
“Well, you know, fast forward to twenty-twenty-six, and what we see is, you know, there is obviously more availability of chips, but to build and operate these, you know, data centers requires people, power, infrastructure, a lot of these things that have a lot…”
Feb 26, 2026 bullish
Feb 26, 2026 bullish
Tiwari: Physical AI will require debt and project finance to scale
“And so I think the natural kind of extension of what we see is kind of what happened in the compute markets where you really needed flexible capital, where it wasn't just equity, it was debt and, you know, a variety of project finance to really scale capex. Yo…”