J.D. Moriarty

What J.D. Moriarty has said on podcasts

13 statements

1. on AI infrastructure financingPositiveOct 7, 2026· Bloomberg Tech

   Private-market firms and technology companies will increasingly collaborate to finance AI infrastructure.

   “there is going to be this increasing confluence between some of the biggest private market players, some of the biggest firms with the deepest balance sheets, and the tech companies that so desperately need to invest and borrow so many hundreds of billions of dollars to fund and finance this AI infrastructure build-out.”

   Listen at 3:50

   Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
2. on AI infrastructure financingPositiveOct 7, 2026· Bloomberg Tech

   Data-center, chip, and power financing has reached about $360 billion this year.

   “we've raised about $360 billion. so far this year. That's about three times the pace last year.”

   Listen at 5:25

   Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
3. on AI infrastructure companiesNeutralOct 7, 2026· Bloomberg Tech

   AI infrastructure companies will require trillions of dollars and continue raising capital.

   “we are talking about trillions of dollars in requirements, and these companies will keep coming back to the market.”

   Listen at 5:37

   Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push

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.

• Oct 7, 2026SpaceX’s financing plan tests the next tech IPO playbookBloomberg IntelligenceOct 7, 2026
• Oct 7, 2026AI Infrastructure Pushes Private Credit Into New TerritoryBloomberg TechOct 7, 2026Guest