Tiwari: Relying Purely on Equity to Fund AI CapEx Is Inefficient
Neil Tiwari · Who's Actually Funding the AI Buildout? · Feb 26, 2026 · at 7:24
Neil Tiwari of Magnetar Capital explains the financial mechanics required to fund capital-intensive AI infrastructure.
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“This is, you know, billions to trillions of dollars of CapEx, and just using equity dollars alone is not an efficient way to scale this. That's obviously massive dilution, you know, there's, it's not an easy problem to solve.”
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