AI Developers Face 2027 Rate Shock After $1 Trillion Debt Binge
THE SO WHAT
If $1 trillion in AI-related data center debt starts repricing by 2027, your long-term compute costs are not stable—they’re rate-sensitive financial products. Lock in multi-year capacity where you have conviction, and model a scenario where borrowing costs add double-digit percentage points to your infra bill.
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