Reposted by @seanochuinn.bsky.social
Investors dump data centre bonds as AI borrowers face ‘Darwin moment’. Investors are losing confidence that revenues from the AI boom will be sufficient to support the vast debt piles financing data centres, www.ft.com/content/678b...
ft.com
Investors dump data centre bonds as AI borrowers face ‘Darwin moment’
Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has sunk to increasingly stressed levels