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Debt-heavy AI companies face increased financing risk as bond yields spike, raising refinancing and expansion costs across the infrastructure buildout.
Rising capital costs could slow hyperscaler data center expansion; macro headwind favors well-capitalized leaders (Google, Meta, Microsoft, Amazon) while stressing smaller operators and startups.
NewswireSlicast · September 27, 2026 at 11:00 UTC · US · Source: CNBC
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