The 2027 chip sales outlook amid AI's borrowing boom
Unusual Whales reports that Nvidia CEO Jensen Huang expects chip sales to double in 2027. Separately, the Kobeissi Letter argues that AI firms and the U.S. government are increasingly competing for capital.
TLDR
Unusual Whales reported on September 17, 2026, that Nvidia CEO Jensen Huang expects chip sales to double in 2027, saying AI is contributing “so much” to different industries.
The Kobeissi Letter says corporate debt issuance reached a record $2.64 trillion over the preceding 12 months, alongside $5.06 trillion in Treasury issuance excluding T-bills. It argues that AI-related borrowing and historically high U.S. deficits are intensifying competition for capital, adding to other forces pushing long-term yields higher.
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