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TheEnergyMag
TheEnergyMag|Feb 26, 2026 16:29
The bond market is officially underwriting the #AI #datacenter supercycle. ⚡️ In the last 12 months, over $33 billion in long-term senior notes have been issued by AI #infrastructure firms, #bitcoin miners, and utilities. Here is what the credit spread tells us.👇🧵(TheEnergyMag)
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