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think there are multiple factors, japanese selling treasuries to prop up the yen, china selling treasuries to reduce exposure to usd, Ai capital bonds drawing investments from treasuries

Can Telecom AI Become Nvidia's Next Data-Center Moment?

Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?

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Comments

snixee
09-15
snixee
Short-term flows matter, but AI capital bonds reshaping fixed income risk pricing is the bigger crack here. Treasuries lose their default bid if that sticks
floopi
09-15
floopi
Fed balance sheet runoff matters too. That supply hit probably got underpriced versus the Japan and China flows

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