Cade Metz
speaker
394 appearances
3 recordings
2 series
first heard Nov 2025
last heard 18 Sep
Cade Metz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.
Appearances
Corweave, a company based in the New York, New Jersey area, has told financial analysts that for every $5 billion in data center infrastructure they build, they have to take on almost $3 billion in debt.
In the end...
They think that they will pull in the revenues needed to pay back those debts.
But ultimately, if the AI technology does not pull in the money, then you can't repay those debts.
And that's when you have a problem.
Well, some of the debt is taken on in the way you might think.
These companies go to a bank and they borrow the money.
And you know exactly who lent it, who borrowed it, how much it is.
But increasingly, we're seeing other deals where it's hard to see where the debt is and how much of it there is.
A lot of the money is being lent by what are called private credit institutions.
Legally, you can't see inside these companies.
The other thing that's happening is you're seeing the rise of these securities.
They call them asset-backed securities, something that came up during the housing bubble that people may be familiar with.
These securities can be bought and sold and traded.
And that means you don't know, in the end, who is holding the debt.
That's right.
The key word there is could.
There could be a problem.
It's hard to know.
As I said earlier, it's projected that companies across the world will spend nearly $3 trillion on these data centers.
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