PB
Patrick Boyle
Patrick Boyle
Summary
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.
2episodes
50total claims
12topics covered
2 episodes
Is AI’s Circular Financing Inflating a Bubble?
›Oct 24, 2025
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...
AI InfrastructureCapital Expenditure (CapEx)Circular FinancingNVIDIA+11 more
Private Equity’s Quiet Crisis!
›Oct 18, 2025
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...
Private EquityLeveraged Buyouts (LBOs)401(k)Retirement Investing+11 more