AI hyperscalers
Coverage of AI hyperscalers in the Nexus archive.
- US bond yields face pressure
Investors are shifting from US Treasurys to tech company debt, particularly long-maturity bonds from AI hyperscalers, causing US 30-year bond yields to remain above 5% for an extended period. This trend increases the cost of financing US debt, which now exceeds $31 trillion, and contributes to higher mortgage rates.
- Apple raises price of Macs, iPads, other items
Apple has increased prices for Macs, iPads, and other products by at least 15% due to rising component costs driven by demand from AI hyperscalers. CEO Tim Cook stated price hikes were unavoidable as memory and storage chip costs surged.
- Inside the race to rebuild America’s fuel supply chain for a ‘second nuclear age’
Antares activated its Mark-0 microreactor under the Trump administration’s pilot program, highlighting efforts to advance next-generation nuclear reactors amid a struggling North American uranium supply chain. Congress plans to ban Russian enriched uranium imports by 2028, while AI companies invest in reactors but avoid uranium mining, prompting calls for supply chain development. Projects by TerraPower, Kairos Power, and revived plants aim to boost U.S. nuclear capacity to 400 gigawatts by 2050.
- Why AI hyperscalers are now the epicenter of a bear case for stocks
AI hyperscalers have become central to a bearish outlook for stocks. The article highlights concerns about insufficient resources to meet growing demands in the near term.