AI

AI infrastructure financing

Topic

Expert statements

1

What experts have said about AI infrastructure financing

1 statement · 1 neutral

  1. Adir ShiffmanNeutralJul 27, 2026· The Contrarians with Adam and Adir

    AI infrastructure financing primarily involves hyperscaler borrowers.

    “This is mostly hyperscalers ultimately borrowing.”

    Listen at 48:50

    Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

AI infrastructure financing · PodLume