مراکز داده با بدهی کار می کنند. این یک مشکل برای اوراق قرضه امسال بود - و فقط بدتر خواهد شد.

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.