What are the valuation ramifications for such a fast ramp of debt issuance at the big hyper scalers? 5 hyperscalers issued an average of $30B / year from 2020-2024. In 2025, it went to $100B. This year, we’re at $200B already in August. Expectations are to exceed $1T annually from 2027-2030. What are the valuations for such a fast ramp of debt AND what does history (dot com bust Ala March 2000) tell us about what might happen? How the A.I. Borrowing Binge Helps Drive Up Government Bond Yields ht
CryptoAlerta — análise de criptomoedas e mercado em tempo real