Rohan Paul· @rohanpaul_ai · X·· 9 小时前AI 评分49
AI 导读
AI 热潮正在抬高自身的资本成本。 物理瓶颈正转变为融资瓶颈。 超大规模厂商的债券发行洪流，使其债务相对其他顶级评级公司变得更贵。 The information 发表了一篇文章 “投资者持有超大规模厂商债务所要求的额外收益率，今年已上升约 0.25 个百分点” 美联储主席 Kevin Warsh 表示，AI 驱动的融资是推高美国国债收益率的部分原因。
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