Rohan Paul· @rohanpaul_ai · X·· 13 天前AI 评分51
AI 导读
Rohan Paul 引用 The Information 报道指出，AI 基建的物理瓶颈正转化为融资瓶颈，超大规模厂商集中发债使其债务相对其他高评级公司更贵。投资者持有这类债务要求的额外收益率今年已上升约 0.25 个百分点；文中还称美联储主席 Kevin Warsh 表示，AI 驱动的融资活动部分解释了美国国债收益率走高。
正文
The AI boom is raising its own cost of capital.
The physical bottleneck is turning into a financing bottleneck.
Hyperscalers' flood of bond issuance has made their debt pricier relative to other top-rated companies.
The information published a piece
"The extra yield investors are demanding to hold hyperscaler debt has risen by about 0.25 percentage points this year"
Fed Chair Kevin Warsh has said AI-driven fundraising partly explains higher Treasury yields.
来源：Rohan Paul · x.com