WS #14281
Nvidia's $105B OpenAI data center guarantee, Super Micro's $72B revenue forecast, and Nebius's 5GW power target confirm AI infrastructure spending boom. 30-year Treasury yield hit 5.31%, highest since 2007, pressuring equities and long-duration assets.
AI infrastructure capex supercycle
Nvidia's $105B OpenAI data center guarantee, Super Micro's $72B revenue forecast, and Nebius's 5GW power target confirm AI infrastructure spending boom.
30-year Treasury yield hit 5.31%, highest since 2007, pressuring equities and long-duration assets.