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hyperscaler bond deal today, $25Bn raised, 5x oversubscribed. What happened to all the people w/ the CDS charts?
Hyperscale Data sells 100 Bitcoin, establishes BTC-backed credit facility to accelerate Michigan AI campus.
Hyperscalers have lined up $2.6 trillion in future spending commitments on compute, leases, and energy
Hyperscalers. Apple. All eyes on the earnings week.
$MSFT $META $AAPL $AMZN
The closing bell doesn't stop the market story.
Trade around the clock with tokenized stocks, TradFi Perps, or Equity X-Perps on OKX, where available.
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Hyperscalers shrugging today but, remember, they are the big winners if there really is a chink in the component players' stories. I think it is just entirely the unwind of the parabolic
Hyperscalers profit from the problem.
They're not going to solve it. They're going to price it.
WATCH: Hyperscalers have promised more than $6 trillion of spending on building out AI through 2030, but investors no longer seem to believe that will pay off for all of them. Chris Maxey of Wealthspire explained to @Reuters why investors should stay focused on chipmakers
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NEW: Hyperscale Data sells 100 Bitcoin and establishes a Bitcoin-backed credit facility to fund AI infrastructure.
US hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. More here:
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