FT: Are credit rating agencies getting fed up with hyperscalers?
(answer: yeah, they are a bit)
https://www.ft.com/content/623c286b-c973-4488-83f3-97e9016e85f6
https://archive.ph/mkI1v
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@davidgerard Yikes!
«S&P reckons a full half of the economic growth coming from the US private sector was linked to AI-centric activity over the past year.»
@davidgerard What goes up with no support, comes down faster and harder.
@davidgerard The worst part is, either we have a crash or we'll see #Microsoft and friends *double* the amount of rents they extract from the rest of the economy by 2029.
