AI Data Center Debt Offers Investors Huge Yields — and New Risks
THE SO WHAT
Nearly 10% yields on AI data center bonds show capital markets are underwriting massive infra build-outs with real risk premia. If your roadmap depends on cheap, abundant GPU capacity, factor in financing risk and potential repricing of colocation and cloud contracts.
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Deep & Emerging TechThe AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.
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