Investor Bets $25 Billion on AI Toll Roads and Satellite Backroads
KEY POINTS
- •Scott Goodwin, cofounder of Diameter Capital Partners managing $25 billion, shared his AI investment strategy in 2023.
- •Diameter invested in a mid-size telecom signing over $10 billion in contracts with cloud providers, betting on AI’s data pipes.
- •Goodwin warned chip financing carries unpredictable risk since tech refresh cycles make future values a Silicon Valley mystery.
Diameter Capital’s Scott Goodwin dropped some truth bombs from his $25 billion AI playground, revealing he’s not just throwing cash at flashy chips and data centers. Nope, in 2023, they threw unsecured debt at a mid-size telecom reportedly signing $10 billion contracts with hyperscale cloud giants—basically financing AI’s secret data freeway. Meanwhile, their satellite gamble on wireless spectrum paid off enough for debt to hit face value after asset sales. Goodwin even admitted Silicon Valley wizards can’t answer the trillion-dollar question: ‘What the heck will these chips be worth after 3 to 7 years?’ Sounds like buying expensive disco balls that might only sparkle for one startup party cycle.
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If AI’s future depends on fiber-optic potholes and satellites selling their lunch money, maybe we’re overestimating the chip craze a bit.
Investors say, 'Forget chips; we’re all about the moon’s hot new broadband and terrestrial spaghetti cables now.'
Turns out predicting a chip’s 7-year resale value is harder than explaining cryptocurrency to your grandma.
Source: Businessinsider | Published: 12/22/2025 | Author: Huileng Tan
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