|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
16.06.26 - 11:30
|
Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom (Digitimes)
|
|
|
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom....
|
|
|
|
|
|
|
15.06.26 - 18:27
|
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic (ZeroHedge)
|
|
|
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle", which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which add significantly to off-BS operating leverage. Additionally, when one adds billions in variable lease payments, over $100BN in embedded capex inside accounts payable, as well as the Construction-in-Progress pipeline which reflect capacity built but not yet expensed - and the $520bn cumulative depreciation estimate is where it eventually lands - and one gets a far more ominous picture of the capital stack that is backstopping the biggest infrastructure buildout in US h...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
