Comment by mr_toad
1 day ago
The data centers have already been financed, they’re not going to stop halfway through because they’ve run out of money. Whether or not they’ll make money on completion is a different story, but that’s 2-3 years away at least. Then you might see RAM prices drop, but not before.
Financed means they have a promise to get the money, it doesn't mean they have the money.
I would not be so sure - for example Oracle is already struggling to finance its datacenter commitments:
https://www.tomshardware.com/tech-industry/shareholders-sue-...
They’ve sold the bonds, so they already have the cash. What worries investors is whether Oracle will be able to repay the debt.