Nvidia-backed AI data center operator Firmus withdrew its planned ASX listing this week, a raise reported at about US$5 billion, amid investor concerns over its price, roughly US$30 billion of expected build-out debt and only about 5% of contracted capacity running. Separately, JPMorgan and Goldman Sachs are marketing a $5 billion Volta loan at about an 11% yield, with $1.3 billion set to cash-collateralize the letter of credit behind its 16-year Bitdeer data center lease in Norway. For CRE landlords and lenders leasing to neoclouds, the credit backstop is now doing the heavy lifting.
Reach out to the AI Consulting Network: https://www.theaiconsultingnetwork.com/
Podden och tillhörande omslagsbild på den här sidan tillhör
Avi Hacker. Innehållet i podden är skapat av Avi Hacker och inte av,
eller tillsammans med, Poddtoppen.
