korrents

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AI infrastructure spending is no longer funded from cash flow alone, and its capital needs are beginning to reshape the investment-grade bond market.

Drawn from what Paul Kedrosky said

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infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.

What Paul Kedrosky actually said

  1. Paul Kedrosky Venture investor and writer; publishes on risk, complexity
    The AI buildout is no longer being financed from cash flow alone: its capital requirements are beginning to reshape the investment-grade debt market.

Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us

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