AI’s power demand becomes a $61 billion bond market, CryptoSlate reports
CryptoSlate says investors are effectively underwriting access to electricity: tenant rent pays the bonds, but power costs and future retrofit needs determine how much cash is left.
TLDR
CryptoSlate reports that Wall Street has turned AI’s electricity demand into a $61 billion bond market, up from about $4 billion in 2020. The publisher says tenant rent pays the bonds, while power costs, available megawatts and future retrofit needs determine how much cash remains.
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