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SemiAnalysis
Everything semiconductors and AI, covering the spectrum.
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Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)
SemiAnalysis estimates $11.3 trillion in cumulative AI IT and data-center CapEx for 2024-29, implying roughly $7 trillion of debt by 2029 and $1 trillion of net funding this year.Hyperscaler and NVIDIA backstops, five-year offtakes, and frontier API gross margins near 90% could support financing, but lenders still face residual-value, churn, and execution risks.