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Stock impact report

Why Alphabet's 100-year sterling bond is raising new fears over debt-fuelled AI arms race [CNBC]

Federated Hermes, Inc. (FHI) 
Last federated hermes, inc. earnings: 4/30 04:17 pm Check Earnings Report
Company Research Source: CNBC
But market strategists warn that 100-year bonds remain relatively “untested waters.” Windshift Capital's Bill Blain said the ongoing “AI hyperscaler debt-fest” points to late-cycle frothiness in credit markets. In this article Alphabet 's rare 100-year sterling bond is the latest sign of late-cycle exuberance in credit markets, strategists say, as tech hyperscalers ramp up borrowing to historic levels to fund vast data center and AI infrastructure buildouts. The century bond — the Google-owner's debut issuance in sterling — is part of a broader multi-tranche, multi-currency borrowing drive totaling some $20 billion . The offering spans maturities across dollars, euros and sterling, and includes a debut bond in Swiss francs. Century bonds remain rare, and are more commonly associated with governments than corporate borrowers. Demand typically comes from large institutional investors such as pension funds and insurers seeking to match long-term liabilities. Alphabet joins a Show less Read more
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