Pivot to debt: Google, Meta and the AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing money | Fortune
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Huge tech approaches ‘red flag’ second: AI capex is so nice hyperscalers might go cashflow destructive, Evercore warns | Fortune
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Subsequent-gen nuclear sees a tipping level as Meta and hyperscalers begin dealmaking with Invoice Gates’ TerraPower, Sam Altman-backed Oklo and extra | Fortune
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AI hyperscalers have room for ‘elevated debt issuance’ — even after their current bond binge, BofA says | Fortune
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