AI data center capex and credit stress
Zerohedge highlights hyperscalers exceeding full-year debt forecasts, a 2028 capex cliff and a stocks-vs-credit divergence.
What we know
Hyperscalers blew past debt forecasts as AI bond concessions rose. Data center capex charts show a 2028 cliff, and stocks panicked while credit yawned. Citrini swaps its neocloud short from $NBIS to $IREN.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.