The Data Letter
Auditing AIWho funds AI infrastructure, what it costs, what it returns, and who carries the risk. Free subscribers get the AI Financing Snapshot, a map of the biggest AI financing deals.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 107 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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thedataletter.comLatest Issues
AI Data Center Bonds Face a 2031 Maturity Wall
13 deals mature within 12 months of each other. A four-step check shows which ones still cover their debt if rates rise.
Last week, S&P Global Ratings gave a speculative-grade BB rating to $4.585 billion of bonds financing an AI data cente...
Anthropic’s $80.7 Billion Loss Is Amazon’s Gain
Amazon and Alphabet report next week. Here’s how much of their profit comes from Anthropic
Anthropic is preparing to file its IPO prospectus publicly as soon as tomorrow. When it does, investors will see a figure that has already made head...
CoreWeave’s Credit Scare, the AI Debt S&P Can’t See, Volta’s 11%+ Loan, and OpenAI’s $30 Billion Race
AI stocks fell hard last week, but the bigger warning came from the bond market. As lenders charged AI borrowers more, they also began pricing in the customers behind each loan. These four stories show where that risk sits now.
CoreWeav...
Meta’s Biggest Data Center Isn’t on Its Balance Sheet
The reason Meta keeps Hyperion off its books is the same reason it could owe $28 billion.
Meta is building its largest AI training cluster at Hyperion, a data center campus in Louisiana that cost about $27 billion to develop. Meta values i...
Why a 16-Year AI Data Center Bond Costs Less Than a 5-Year One
Hut 8 builds power and data center infrastructure for computing companies. Galaxy Digital runs a digital asset business that offers trading and asset management. It also develops AI data centers on its Helios campus in Texas. This year, eac...
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Who funds AI infrastructure, what it costs, what it returns, and who carries the risk. Free subscribers get the AI Financing Snapshot, a map of the biggest AI financing deals.
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