Patrick Boyle

At a Glance

Patrick Boyle is hosted by Patrick Boyle covering AI Infrastructure, Capital Expenditure (CapEx), Circular Financing, and NVIDIA. Episodes span from Oct 2025 to Oct 2025.

2 episodes50 total claims12 topics covered

2 episodes

Is AI’s Circular Financing Inflating a Bubble?

Oct 24, 2025

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The AI industry is undergoing a massive, multi-trillion-dollar capital expenditure cycle, characterized by complex, circular financing deals where key players like NVIDIA and OpenAI invest in their...

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AI InfrastructureCapital Expenditure (CapEx)Circular FinancingNVIDIA+11 more

Private Equity’s Quiet Crisis!

Oct 18, 2025

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The private equity industry is facing significant headwinds from higher interest rates, which undermine its leverage-dependent model, and a stalled exit market, leading to a $3.6 trillion backlog o...

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Private EquityLeveraged Buyouts (LBOs)401(k)Retirement Investing+11 more

Patrick Boyle

At a Glance

2 episodes

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