Nvidia and hyperscalers’ AI buildout shifts long-duration bond issuance
Global Macro said debt issuance from hyperscalers and Nvidia, including special-purpose vehicles, rose to nearly 70% of U.S. Tre… as their AI buildout changes supply and demand in long-duration bonds.
Nvidia and major cloud companies are no longer influencing only the chip market. Their AI buildout is also changing supply and demand in long-duration bonds. S. Tre…