BREAKING
Wall Street Powers AI Data Center Boom
0T
AI spend by 2028
0%
covered by cash
0B
top four capex 2026
Hyperscaler Debt Issuance Surges
202417
2025108
2026159
New Deal Templates Emerge
Nebius$775M
GPU-backed secured debt
Priced near 6.14%
Over $40B contracted revenue
Blue Owl + Meta$3B
80% data center stake
Meta retained 20%
Direct asset ownership
0%
bonds spreads widen
0B
AI infra debt
0B
private credit est.
Deals Close, Structures Scrutinized
AI NEWS BLITZ
Wall Street's creative financing is now driving the massive AI data center buildout.