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Sunday, August 16, 2026

The growing jitters over hyperscaler debt

The growing jitters over hyperscaler debt

By Matt Phillips, Axios

Bond market investors are getting slightly twitchy over the scale of borrowing and spending on data centers.

Why it matters: Markets run on confidence. When investors feel sure, they lend and invest relatively cheaply and freely — sometimes too freely.

  • When they’re worried, borrowers face higher borrowing costs and more difficulty getting hold of capital.

More here >

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