AI chips
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 7, 2025 by Sarah Friar · across every show →
Everything said about AI chips, oldest first
Nov 7, 2025 positive
Sarah Friar says federal backstops reduce financing costs for frontier AI chips
“The backstop, the guarantee that allows the financing to happen. That can really drop the cost of the financing, but also increase the loan to value, so the amount of debt that you can take on top of an equity portion for some federal backstop for chip investm…”