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Amazon issued inaugural sterling-denominated bonds, raising £4.25 billion across four tranches to fund AI infrastructure and data center expansion. The offering attracted nearly £12 billion in orders…
Surging 10-year Treasury yields to 4.8% triggered sharp selloffs across Bitcoin miners and AI infrastructure stocks, with IREN down 4% and Cipher Mining dropping 6%. Higher borrowing costs strain cap…
AMD's acquisition of single-model chipmaker Taalas highlights a diverging AI strategy. While AMD bets on cheap dedicated silicon, Nvidia leverages its flexible GPU architecture and CUDA ecosystem to …
SEC guidance facilitates debt-financed AI data center buildouts by easing securitization risk-retention rules. This supports Nvidia's massive $500 billion private equity-backed infrastructure deals, …
BlackRock seeks $12B in bonds to finance Meta's El Paso data center, using off-balance-sheet joint venture structure similar to Louisiana deal. JPMorgan and Morgan Stanley lead the offering as AI inf…
Regulators warn that AI infrastructure financing, heavily driven by private credit funds linked to Meta, Tesla, and Nvidia, is opaque and risky, with liquidity and valuation concerns posing potential…
AI infrastructure demands drive massive $3-5 trillion debt funding, pushing tech giants Apple, Microsoft, and Meta into large-scale borrowing to finance data centers, risking financial shocks but pre…
Google adopts Nvidia's financial engineering strategy to expand AI hardware presence, supporting TPU deployments with financing deals, while Nvidia maintains technological leadership and strong GPU d…