dakin campbell

@dakincampbell

AI finance @theinformation. Author of GOING PUBLIC. Formerly @businessinsider & @business. Signal: dakin.11. https://linktr.ee/dakincampbell.

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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.

8 Sources, 18d ago, updated 18d ago

A proposal for bank-style regulation of the largest owners of AI computing power

Bridgewater co-CIO Greg Jensen suggested regulating the largest owners of computing power like the world's largest banks, according to his interviewer.

1 Source, 33d ago, first seen 33d ago

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

A proposal for bank-style regulation of the largest owners of AI computing power

Featured in

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

A proposal for bank-style regulation of the largest owners of AI computing power