ZeroHedge· Tyler Durden·· 15 hr agoAI Score57
The Next Fannie Mae Made of GPUs: Risks of AI Data Center Private Credit and Predictions of Public Backstop
The Next Fannie Mae Is Made Of GPUs
AI summary
Author Patrick Feeley argues that AI computing power construction is being financed by private credit, with collateralized GPUs depreciating significantly within 4 to 6 years, and that the ultimate risk may be backstopped by the U.S. government, drawing an analogy to post-2008 residential mortgage credit.
Source:ZeroHedge · zerohedge.com
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