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    Extra yield demanded on hyperscaler debt reportedly up about 0.25 percentage points in 2026

    The Information says the extra yield investors demand to hold hyperscaler debt has risen by about 0.25 percentage points this year. It also reports that CleanSpark had to offer investors big concessions to finance a data center it is developing for Meta.

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    TLDR

    A September 30 post quotes The Information saying the extra yield investors demand to hold hyperscaler debt had risen by about 0.25 percentage points in 2026. The Information also reports that bond markets are getting tougher for lower-rated borrowers: CleanSpark had to offer investors big concessions to finance a data center it is developing for Meta.

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    4 Sources, first seen 7h ago

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    4 Sources

    @rohanpaul_aihttps://www.theinformation.com/articles/new-data-center-debt-concessions-stall-ai-build-outs
    @dakincampbell> Meta Data Center Deal Tests Limits of AI Debt Markets Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. Read more @theinformation!
    @JessicalessinRT @dakincampbell: > Meta Data Center Deal Tests Limits of AI Debt Markets Bond markets are getting tough for lower-rated borrowers. One e…

    4 Sources

    @rohanpaul_aihttps://www.theinformation.com/articles/new-data-center-debt-concessions-stall-ai-build-outs
    @dakincampbell> Meta Data Center Deal Tests Limits of AI Debt Markets Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. Read more @theinformation!
    @JessicalessinRT @dakincampbell: > Meta Data Center Deal Tests Limits of AI Debt Markets Bond markets are getting tough for lower-rated borrowers. One e…