BREAKING
AI's $5.8T Build-Out Bond Warning
0
T
AI infra 2025-2030
0
B
hyperscaler capex/yr
Data-Center Securitization Surges
2024 full year
11.6
2025 YTD
17.4
2026 est. high
40
0
B
CMBS
0
B
ABS
Structural Risks Under the Yield
1
Maturity wall
↓
2
Asset-liability mismatch
↓
3
Tech obsolescence
↓
4
Tenant concentration
Headline Yields vs Hidden Risk
AI NEWS BLITZ
Analysts are urging investors to read the fine print on bonds funding AI data centers.