POPA ReconCredit is becoming the main bottleneck for AI compute, as hyperscaler cash and equity raises are no longer enough to fund the build-out
Credit is becoming the main bottleneck for AI compute, as hyperscaler cash and equity raises are no longer enough to fund the build-out Lenders are overly cautious, because compute demand keeps outrunning supply and GPUs hold their value far longer than typical hardware Source
The excerpt is quoted from a public Telegram channel, which owns its text.