RiskReversal Media @RiskReversal · 31 Aug 2026
The AI data center boom isn’t the dot-com fiber bust. @dickc + @pkedrosky break down why it may look more like the railroad boom...with echoes of Enron and pre-2008 securitization. Hundreds of billions in CapEx. Off-balance-sheet SPVs. Syndicated data center debt. AI models
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