↪ Replying to @theinformation.com
well, to some extent, I’m sure. Wonder how expensive that hedging is gonna be going forward since there’s a shit ton of capital needed. That’s probably the more important question right now I’d think.
Investors are demanding more to finance AI infrastructure, but interest-rate hedges built into some major GPU loans could blunt the impact of rising benchmark rates.
Read more: thein.fo/4xQ601l
thein.fo
Are GPU Loans Safe From Rising Rates?
The Federal Reserve’s recent rate hike, and rising expectations of another soon, put a fresh spotlight on financing arrangements for the wide array of companies borrowing money to pay for AI data cent...