AI infrastructure financing

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

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.