“Shadow borrowing” for AI infrastructure grows amid mixed signals

Artificial intelligence (AI) supply chains and infrastructure have entered the chat on securities financing as investors and authorities scrutinize levels of investment required vs. expected returns. We hear from Tom Dalrymple, investment analyst at Aubrey Capital Management, about the signals he’s keeping an eye on.

Read the full article here: “Shadow borrowing” for AI infrastructure grows amid mixed signals – Finadium