Inflation Pressures Tell us There is Speed Limit to AI Buildout, Says Coronado
THE SO WHAT
If AI capex is now a variable in the inflation and rates conversation, there’s a macro speed limit on how fast hyperscalers and enterprises can build datacenters before funding costs bite. CFOs should stress-test AI buildout plans against higher-for-longer rates rather than assuming cheap money will underwrite every GPU order.
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