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Nervous credit-market sentiment around the AI datacenter buildout could suddenly reverse and collapse the boom.
Drawn from what Brad DeLong said
Subjectdata centers
What Brad DeLong actually said
Word for word, with the source under each one. They did not write this page.
Economics professor at the University of California
And when market opinion is nervous, it might turn and collapse the boom at any moment.
Where this was said
↗DataCenter Risk Is the Real Thing: CHART OF THE DAYbraddelong.substack.com
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