Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分53
AI 导读
AI 热潮正在抬高其自身的资本成本，物理瓶颈正演变为融资瓶颈。作者引用 The Information 报道，超大规模企业大量发债使其债务相对其他顶级评级公司更贵，投资者要求的额外收益率今年上升约 0.25 个百分点；Fed 主席 Kevin Warsh 表示 AI 驱动的融资是国债收益率走高的部分原因。
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