AI infrastructure financing and its potential impact on chip orders

One commenter argues that strong earnings may do little to offset customers financing at 15%. They say CoreWeave debt at that yield and AirTrunk being pushed to 2027 could reprice ASML and TSM because chip orders depend on financing. Another post offers a more upbeat view of IREN, arguing that customer prepayments, GPU debt and operating cash flow could reduce dilution risk as it converts power into contracted AI infrastructure.