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But imagine all the data, tech and data center companies simultaneously go into receivership. Farfetched, but indulge the fantasy.

At that moment what choice would the government have but to conduct a rescue that at least keeps the lights on, and probably more? What’s the alternative? Extensive data losses, business interruptions— if just a couple of those key companies spontaneously stopped operating, chaos.


If the companies run cash flow positive absent debt service (I assume this is the case), the creditors will be in charge, they can put up more $, or get a loan while they re-structure the company. Either they end up owning it, or they sell it. This can happen to a bunch of companies at the same time.

There would not really be a huge rush if they are cashflow positive, they can take their time.

Private equity: Y'all got some of that excess data center capacity for cheap?

Source, we basically explored this at my previous job, and that was 7 years back.

Curious what your 10 year projection is…

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