data centers;

 

From Grok:

2026 data confirms hyperscalers including Amazon have issued over $200 billion in bonds so far this year for AI infrastructure, with analysts linking the surge in long-dated supply to elevated Treasury yields and wider spreads over risk-free rates.

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We should all be asking why? Why the data centers? Why do they want to make water and electricity scarce? Is this a coordinated effort or the consolidation of major corporations?

Looking at this from the outside, it appears that xAI and Amazon would be competing against each other. One major advancement by one company would make all of the other corporate bonds worthless. Who will win?

There are many questions but an AI network in space powered by the sun without the need for cooling would seem like the winning strategy. Couple that infrastructure with Musk’s existing AI, heavy launch capability and chip production and it seems obvious that $200 billion in corporate bonds so far this year are not a good investment if Musk dominates the market. 

see..........