r/SecurityAnalysis • u/FrankLucasV2 • 13d ago

Debt Financing Large Lending Models (LLMs)

https://lesbarclays.substack.com/p/large-lending-models?r=rq26d&utm_campaign=post&utm_medium=web
18 Upvotes

93% Upvoted

2 comments sorted by

3

u/Finding-Rumi 12d ago

This is all nonrenewable growth. Buys them a bit more time to figure out how to get out of the trillion dollar hole they dug themselves into.

1

u/FrankLucasV2 9d ago

100%.

The post explains the mechanics behind the large AI debt deals and how private placements/144A bonds help accelerate the buildout for the uninitiated.