project finance
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →
Everything said about project finance, oldest first
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…”