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[@inverse_DK](/creator/twitter/inverse_DK)
"The $META and Blue Owl deal effectively turns what wouldve been an upfront CAPEX for the Louisiana data centre into an annual lease payment. The SPV owns majority of the data centre so the debt won't sit on Meta's balance sheet. This arrangement will reduce profit margins due to a new lease expense but on the other hand will increase and also smooth out free cash flows as there will no longer be CAPEX reported for the data centre. Won't be surprised to see the other hyperscalers following suit given investor scrutiny over the increased capital intensity of the megacap companies"  
[X Link](https://x.com/inverse_DK/status/1979688382646325756) [@inverse_DK](/creator/x/inverse_DK) 2025-10-18T23:17Z 1034 followers, 6687 engagements


"@AparicioCadiz Theyll need to recognize a lease expense within OPEX which reduces EBIT"  
[X Link](https://x.com/inverse_DK/status/1979823802780618776) [@inverse_DK](/creator/x/inverse_DK) 2025-10-19T08:15Z 1033 followers, XX engagements


"The 26GW in total compute across the strategic partnerships OpenAI has announced with $NVDA $AMD and $AVGO will require roughly $X trillion and will roughly 7-10x the compute available to OpenAI. This 26GW is more than the current total combined compute of the hyperscalers. It raises eyebrows as to whether this much compute is even needed and also who's going to fund all this Private credit Sovereign money"  
[X Link](https://x.com/inverse_DK/status/1980246033792983130) [@inverse_DK](/creator/x/inverse_DK) 2025-10-20T12:13Z 1033 followers, XXX engagements