Wall Street Struggles to Absorb AI’s Debt Boom
Let's start with your interpretation of the reporting about this vehicle that Broadcom has set up. Well, thanks so much. Lovely to see you this morning.And, you know, this is an extension of what we've been seeing for the last several months, which is extraordinary levels of debt coming to the market to build out the AI infrastructure. And the market is having some indigestion with dealing with all of this debt. Just to wrap some numbers around it, it's quite staggering.We've had over $220,000,000,000 of de ...