AI's evolving financial landscape and its impact on IT consulting
By
Orca Fin
Summary
The article discusses recent developments in the AI ecosystem since June 1, focusing on how AI is impacting the IT consulting industry. Key topics include CAPEX funding for AI buildout shifting from hyperscaler cash flows to circular financing deals and neocloud GPU-backed debt. The author analyzes these trends as expected developments rather than surprising shifts, examining the financial structures underpinning AI infrastructure expansion and their implications for IT consulting firms.
Source
bskyAI's evolving financial landscape and its impact on IT consultingorcafin.beehiiv.comKey quotes
· 3 pulledThe AI buildout was, until recently, mostly financed by hyperscalers' cash flows and internal resources.
Then there were all the circular financing deals across the ecosystem, including the neocloud GPU-backed debt.
While it sounds smart to highlight these as issues, yes, optically it looks bad, but it's all le
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