invest1 distinct publisher
Capex above 100% of operating cash flow hands hyperscaler funding to the bond desks
Meta, Amazon and Alphabet are now paying for data centres with bonds, equity and asset-manager ventures. S&P says leverage is not blowing up; Moody's says the buildout already threatens credit quality.
Publishers:cnbc.com
Reality
- Evidence64
- Adoption78
- Hype gap−8
- Incentives68