Rising interest rates, bond yields soaring, and private credit fears have investors asking: "Where is the money going to come from to fund all these datacenters?" I don't know the answer, but zoom out and look at analogues in history -- major industrial buildouts like this have always come alongside unprecedented borrowing & financing. I would be more concerned about demand & specific company counterparty risk. E.g. how confident are you that Anthropic will be around in 10-20 years to pay that multi billion dollar lease?