The headlines say the 2025 data center market is booming with over $60 billion in dealmaking. But beneath the surface, a dangerous structural risk is forming. In this episode, we investigate the "Compute Landgrab," a high-stakes race where Hyperscalers are financing billions in infrastructure using debt structures that mirror the housing and telecom bubbles of the past.
Are we building the foundation for an AI future, or engineering a financial squeeze?
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