DeepSeek triggers debt-fueled AI infrastructure race
FinanceYF5 · x · 2026-08-21
Bank of America predicts Hyperscaler investment-grade debt could surge to $659B by 2027, driven by the efficiency of models like DeepSeek. Izabella Kaminska argues that DeepSeek's open weights commoditize models, shifting competition from model capability to hoarding data centers, power, and compute resources via debt.
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