The Julia La Roche Show · Saturday, October 31, 2026
Chris Whalen predicts that tech companies will be forced to issue stock rather than relying solely on debt to fund their massive AI buildouts. He also notes that roughly half of planned data centers may not happen due to resource constraints and local political opposition.
“The tech companies, after trying to fund the AI build out almost exclusively with debt, bonds, debt from banks, you know, even private debt amongst themselves, as we've discussed, they're going to be forced to issue stock.”