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TheEnergyMag
TheEnergyMag|Feb 26, 2026 16:41
$33B in bonds is fueling the #AI "megawatt arms race". From 4% utility paper to 9% AI debt, the bond market is underwriting the data center supercycle. Full analysis and ladder chart: BTDR CORZ RIOT WULF APLD $D SO CIFR
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