The AI Capex Bottleneck: How GPU debt financing models interact with sticky inflation and higher-for-longer rates

While public attention remains fixed on hyperscaler software margins, a structural vulnerability is emerging in the private credit backing specialized data center buildouts. Consider the specialized cloud provider model (e.g., CoreWeave): Asset Base: Massive purchases of high-cost enterprise GPUs, financed largely via debt obligations (accumulating roughly $50B in liabilities across the sector). Revenue Stream: Long-term compute leases to tier-1 enterprise customers. The Disconnect: Even with s

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