Data Centers: Financing the AI Buildout with Stijn Van Nieuwerburgh | Markus' Academy | Ep. 161
Markus' Academy · 71:12
The AI build-out has moved from data centers paid for out of hyperscalers' own cash to heavily leveraged debt outside their balance sheets. Columbia's Stijn Van Nieuwerburgh, speaking at Markus Brunnermeier's Princeto...