conv.

← The whole story
Business
Apollo Analyzes Winners and Losers in Data Center Buildout Delays

Apollo publishes analysis of data center delay scenarios

1 Oct 26 · 18d ago · 1 post · 1 source · development 1 of 3

Apollo Global Management's research outlines investment impacts if the AI data center buildout is delayed, distinguishing between delay (pushing cash flows forward but preserving asset value) and cancellation (destroying value).

Apollo publishes analysis of data center delay scenarios
apollo.com

“Compute demand is significantly greater than supply, so the speed of the data center buildout matters.”

Apollo Chief Economist Torsten Slok, Chief Economist, Apollo Global Management · hn ↗

Torsten Slok Chief Economist, Apollo Global ManagementApollo Global Management Investment firm

The whole story articlesposts the bright band is this development · numbered dots are the others · click one to jump

Peak 1 piece in 5h at Oct 26, 9 AM; 4 pieces over 19 days (1 article · 3 posts) Oct 26, 9 AM — 1 piece · 1 post — Hacker News 1Oct 26, 2 PM — quietOct 26, 7 PM — quietOct 27, 12 AM — quietOct 27, 5 AM — quietOct 27, 10 AM — quietOct 27, 3 PM — quietOct 27, 8 PM — quietOct 28, 1 AM — quietOct 28, 6 AM — quietOct 28, 11 AM — quietOct 28, 4 PM — quietOct 28, 9 PM — quietOct 29, 2 AM — quietOct 29, 7 AM — quietOct 29, 12 PM — quietOct 29, 5 PM — quietOct 29, 10 PM — quietOct 30, 3 AM — quietOct 30, 8 AM — 1 piece · 1 post — Hacker News 1Oct 30, 1 PM — quietOct 30, 6 PM — quietOct 30, 11 PM — quietOct 31, 4 AM — quietOct 31, 9 AM — quietOct 31, 2 PM — quietOct 31, 7 PM — quietNov 1, 12 AM — quietNov 1, 4 AM — quietNov 1, 9 AM — quietNov 1, 2 PM — quietNov 1, 7 PM — quietNov 2, 12 AM — 1 piece · 1 article — Newswires 1Nov 2, 5 AM — 1 piece · 1 post — Reddit 1Nov 2, 10 AM — quietNov 2, 3 PM — quietNov 2, 8 PM — quietNov 3, 1 AM — quietNov 3, 6 AM — quietNov 3, 11 AM — quietNov 3, 4 PM — quietNov 3, 9 PM — quietNov 4, 2 AM — quietNov 4, 7 AM — quietNov 4, 12 PM — quietNov 4, 5 PM — quietNov 4, 10 PM — quietNov 5, 3 AM — quietNov 5, 8 AM — quietNov 5, 1 PM — quietNov 5, 6 PM — quietNov 5, 11 PM — quietNov 6, 4 AM — quietNov 6, 9 AM — quietNov 6, 2 PM — quietNov 6, 7 PM — quietNov 7, 12 AM — quietNov 7, 5 AM — quietNov 7, 10 AM — quietNov 7, 3 PM — quietNov 7, 8 PM — quietNov 8, 1 AM — quietNov 8, 6 AM — quietNov 8, 11 AM — quietNov 8, 4 PM — quietNov 8, 9 PM — quietNov 9, 2 AM — quietNov 9, 7 AM — quietNov 9, 12 PM — quietNov 9, 5 PM — quietNov 9, 10 PM — quietNov 10, 3 AM — quietNov 10, 8 AM — quietNov 10, 1 PM — quietNov 10, 6 PM — quietNov 10, 11 PM — quietNov 11, 4 AM — quietNov 11, 9 AM — quietNov 11, 2 PM — quietNov 11, 7 PM — quietYesterday, 12 AM — quietYesterday, 5 AM — quietYesterday, 10 AM — quietYesterday, 3 PM — quietYesterday, 8 PM — quietToday, 1 AM — quietToday, 6 AM — quietToday, 11 AM — quietToday, 4 PM — quiet ◂ 1 earlier23
2Apollo details winners and losers…3FT Alphaville publishes debt holder…
Oct 28Oct 30Nov 1Nov 3Nov 5Nov 7Nov 9Nov 11now · 9:41 PM ET

All 3 developments of Apollo Analyzes Winners and Losers in Data Center Buildout… →

Hacker NewsNewswiresReddit