AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.
Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.
AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.
Key Takeaways
- Data centers run on debt.
- That was a problem for bonds this year — and it’s only going to get worse..
- AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective.
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