Carlyle's Thomas Warns About AI Infrastructure Financing Risks
THE SO WHAT
If the Fed keeps cash yields high and hikes again, the AI buildout shifts from "growth at any cost" to project-finance math—only workloads with clear unit economics and offtake will clear the hurdle rate. Operators counting on cheap debt for data centers, chips, or long-dated AI bets should re-run models with materially tighter financing and slower follow-on capital.
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