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Meta readies $25B bond sale as soaring AI costs trigger stock sell-off

(www.ft.com)
114 points 1vuio0pswjnm7 | 1 comments | 02 Nov 25 05:33 UTC | HN request time: 0.326s | source
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aaronbrethorst ◴[02 Nov 25 06:02 UTC] No.45788131[source]▶
This is fine. https://www.brethorsting.com/blog/2025/10/the-data-center-bu...
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polar8 ◴[02 Nov 25 06:37 UTC] No.45788261[source]▶
Cloud and AI infra already pull in $300B+ a year. Data center vacancy under 1% and they’re power utility constrained. The fiber guys built ahead of demand, these guys are printing money and can’t build new printers fast enough.
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1. pfannkuchen ◴[03 Nov 25 06:31 UTC] No.45796394[source]▶
Is the edge node revenue in the customer/infra graph from investor spend or customer spend? Almost certainly the former, right?