Gary Marcus 预测数据中心建设热潮将走向崩盘
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Gary Marcus 发推说数据中心这波投资潮要崩，PE 债务被召回会引发连环破产，观点挺尖锐的。
Gary Marcus 在 X 上表示，当前的数据中心投资热潮很可能崩盘，部分项目能存活，多数难以为继。他引用的观点称，大量私募股权和数据中心开发商的破产潮可能在未来几个月集中出现。该判断还指出机构资金可能在短期内从 PE 召回债务，导致项目资金链断裂并引发破产。
原文 · Gary Marcus
yep, the data center binge will likely collapse. some will survive but many will not. Roger @rdd147 A lot of private equity and data center developer bankruptcies are about to hit like a hurricane in coming months. Institutions are going to recall debt from PE in coming days. Projects will immediately fail. Bankruptcies will follow. A major issue of PE secretly leveraging debt in data centers, is the recall. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 173 ⚡
