Massive Capital Inflows & Creative Financing

Nvidia $500B consortium, SoftBank ~$6.5B, Switch $50B IPO, Meta $145B capex. 2026 US AI DC investment $700B (81% YoY). Bond yields surge: $220B hyperscaler bonds this year. Right-sized construction debate gains traction. Stargate Abilene progressing. Silicon Data raises $30.5M for pricing benchmarks; Digi Power X pivots with $1.1B Cerebras deal. New: Jensen Huang warns of unprecedented power consumption, reinforcing $500B consortium and GPU-as-asset financing. Oracle's $95B capex plan and stock drop due to pipeline delay highlight capital deployment risks.