AI Infrastructure Borrowing Slumps 80% in Three Months, From $113B to $23B
TansuYegen · x · 2026-10-11
AI infrastructure borrowing reportedly fell from $113 billion in June to just $23 billion in September — an almost 80% drop in three months. Tansu Yegen reads it as investors starting to question whether returns justify the spending. He remains bullish on AI overall, but argues the next winners will be those converting capex into sustainable profits, not those spending the most.
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