quote: Just how full is the hyperscaler/AI IG debt pipeline: there have been zero deals since the start of September. An | Hanami
quote: Just how full is the hyperscaler/AI IG debt pipeline: there have been zero deals since the start of September. And SPVs not doing better.
As a reminder, debt becomes capex, becomes revenue, becomes EPS.
Without debt, there is no EPS growth. | "Until The AI CapEx Debt Creation Machine Turns Back On": Goldman Says Credit Is Calm... For About Two More Months https://www.zerohedge.com/markets/until-ai-capex-debt-creation-machine-turns-back-goldman-says-credit-calm-about-two-more