Tom Wehmeier

Izabella Kaminska Verified account @izakaminska · Oct 7

Apollo's daily analysis is so good. Today, @huwsteenis gives us some food for thought on the rise of European-funded hyperscaler credit. As he notes:

Hyperscalers have raised $48 billion in bonds in European currencies this year, which is already more than triple the entire amount of 2025. This is spread across €27 billion, £13 billion and CHF7.5 billion.

Hyperscalers now account for 3% of euro IG issuance, 10% of sterling IG issuance and 22% of Swiss franc IG issuance this year, compared with 8% of US IG corporate issuance, see the first chart below.

Which means EUROPE IS INCREASINGLY FINANCING HYPERSCALER AI ROLLOUT:

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Alex Chalmers Verified account @chalmermagne · Jan 9, 2024

This from the FT is a peak example of the European war on dynamism. There’s no social or economic problem that isn’t solved by more tax and more regulation. 🧵

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Sir Jeremy Hunt MP @Jeremy_Hunt · Mar 13, 2023

This morning, the Government and the Bank of England facilitated a private sale of Silicon Valley Bank UK to HSBC

Deposits will be protected, with no taxpayer support

I said yesterday that we would look after our tech sector, and we have worked urgently to deliver that promise

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Atomico @atomico · Mar 1, 2023

The news is out! @ThibautCeyrolle is leading a new Sales and GTM function as part of our Growth Acceleration team. A few reasons this is particularly awesome
1⃣ Thibaut was the 1st employee of @SnowflakeDB in EMEA, and grew the region as Geo VP
(🧵 1/3)
bit.ly/3YdfLVr

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