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Card reading The AI Boom Became A Debt Trade. Hyperscaler capex nearly doubled to $690B in 2026 and is increasingly debt.

The AI Boom Became A Debt Trade. That Is The Economic Event.

Everyone is waiting for a vague economic event. There is a specific one on the calendar. AI capex stopped being funded by cash flow, the Fed is priced to hike into it, and crypto is flat. Here is what the numbers actually say.
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