Lindsay Tyler
Fixed income and thematic researcher focused on financing and capital markets for data center and AI infrastructure, discussing the $3 trillion data center CapEx need and credit-market solutions.
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Mar 6, 2026 • 14min
AI’s $3 Trillion Question: How to Pay the Bill?
Josh Baer, software analyst dissecting valuation and incumbent defenses. Stephen Byrd, equity analyst highlighting asset classes resistant to AI and thematic market impacts. Lindsay Tyler, fixed income researcher outlining the $3 trillion data center CapEx need and credit-market funding solutions. They discuss financing the AI build out, credit and securitization innovations, software multiple risks, and resilient asset themes.
