Tech Firms, Govts. Clash For Capital: Market Snapshot

As the AI buildout relies more heavily on credit and equity financing, access to capital is emerging as an another more acute pain point for the AI trade. Hyperscalers alongside specialized AI ventures are flooding credit markets with record amounts of new debt to pay for power-hungry data centers, chips, and energy grids. At the same time, governments, led by the US, facing skyrocketing budget deficits, rising defense budgets, and higher term premiums are issuing record volumes of sovereign debt. Traders are now making space in their portfolios for corporate bonds offering far higher yields on AI debt as a wave of potential mega-IPOs from OpenAI and Anthropic approach. Chapters: 00:00:00 - Markets Snapshot 00:00:13 - Ge 00:00:13 - Geoffrey Yu, BNY 00:00:31 - Mark Cudmore, Bloomberg MLIV 00:00:47 - Jon Turek, JST Advisors 00:01:05 - Helen Jewell, BlackRock 00:01:42 - Ben 00:02:10 - Ben Gutteridge, -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts