AI infra financials leading/lagging indicators data vis and analysis page
AI infra financials leading/lagging indicators data vis and analysis page
This page tracks early warning signs of an AI infrastructure build-out, linking every figure to a public source: borrowing costs for the riskiest junk-rated companies reached 13.21% as of Oct 27, 2026, big tech capex hit $566B in the 12 months to Jun 30, 2026, and AWS's H100 list price fell to $6.88 per GPU-hour. It also covers CoreWeave's $21B in capital spending against $7B in operating cash, a used-GPU resale index at 75 versus 100 in early 2025, and 1.4% data-center vacancy in main North American markets. The page pairs indicators in charts to flag divergences, such as spending rising while prices fall, and states it is research, not investment advice.
Source: Hacker News AI · artificialliabilities.com