Amazon sells its first sterling bonds, taking 2026 borrowing past $92bn
THE SO WHAT
Amazon tapping sterling markets and pushing 2026 borrowing past $92B underscores how AI and logistics capex are being financed like long‑dated infrastructure, not discretionary IT. If you’re a large buyer of compute or fulfillment, expect vendors to lock in multi‑year capacity and pass through that capital intensity in pricing and contract terms.
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