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How Trillions in New AI Debt Will Test the Bond Market

WSJWall Street Journal

How Trillions in New AI Debt Will Test the Bond Market

Guy LeBas, chief fixed income strategist at Janney Montgomery Scott, joins WSJ’s Take On the Week to discuss how the multitrillion-dollar AI revolution will be financed. LeBas explains why tech hyperscalers must turn to the bond market to fund the massive data center build-out, and how this new wave of debt could increase the size of the ...

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