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First call on the ledger
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Marc Ganzi (DigitalBridge CEO) says AI infrastructure capex of ~$900B/yr shows no sign of abating
We're spending almost $900 billion a year in CapEx and we don't see any of that abating anytime soon.
Ganzi argues Nvidia's circular investments differ from the dot-com fiber bust because leases are credit-wrapped hard equipment, not synthetic
This is a little bit structurally different because what's happening is the chip makers themselves aren't standing on the hook for the proprietary lease.
Ganzi states DigitalBridge has returned about $11B to investors from its early data-center bets (company milestone)
We've returned about $11 billion to investors because we were the first ones there.
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