David Gonzales
ON THE RECORD · 5 verbatim quotes · every quote source-verified
“These things are advanced structures that are unique, and so there is no blanket real approach you can take,”
David Gonzales · said date not stated · reported 2026-10-24
Gonzales said these financing structures are advanced and unique, with no blanket approach available.
“the question we're evaluating at all times every day,”
David Gonzales · said date not stated · reported 2026-10-24
Gonzales said the exposure investment grade AI players can handle is a question Moody's evaluates daily.
“It's the center of all of our discussions right now,”
David Gonzales · said date not stated · reported 2026-10-24
Gonzales said the question of exposure for investment grade AI players is the center of all their discussions.
“something we're constantly monitoring,”
David Gonzales · said date not stated · reported 2026-10-24
Gonzales said Moody's doesn't count guarantees as debt but is constantly monitoring them.
“values in excess of contractual residual value amounts”
David Gonzales · said date not stated · reported 2026-10-24
Gonzales said chips will likely retain values exceeding contractual residual amounts in the near future, mitigating risk.