A blunt rebuttal to the idea that data-center debt is the new subprime crisis
JOBhakdi · x · 2026-07-28
The author mocks a “data center debt bubble” analogy, arguing it is absurd to compare long-term contracted data-center financing to subprime-style risk.
The core rebuttal is that if neighbors have signed commitments to buy the output, and a project owner borrows against those commitments, calling it the biggest financial bubble since 2008 is “dumb.”
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