Program and guest
CNBC Television’s “Squawk on the Street” (approximately 4 minutes and 10 seconds), featuring Mark Habib, head of digital infrastructure at S&P Global Ratings. This article covers Habib’s full interview.
Key points
(The following paraphrases the guest’s remarks; timestamp links point to the corresponding moments in the original video.)
- SpaceX says it has closed a 40 billion dollar debt deal to purchase AI chips. (https://www.youtube.com/watch?v=6ZberVAjhio&t=7s）
- In addition to the debt on hyperscalers’ balance sheets, there are other commitments. (https://www.youtube.com/watch?v=6ZberVAjhio&t=30s）
- Data center leases and chip purchase commitments are among the items not yet recorded on balance sheets as debt. (https://www.youtube.com/watch?v=6ZberVAjhio&t=38s）
Background and notes
Subtitles cover the full video (approximately 4 minutes and 10 seconds); this article covers Habib’s full interview.