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🔥 $AMD ’S $4.75B BOND SALE: THE AI CAPEX RACE IS GETTING BIGGER $AMD has completed a $4.75 billion USD bond issuance, its largest-ever, with proceeds aimed at AI infrastructure expansion and capital expenditures. What’s interesting is that AMD chose debt over equity, potentially avoiding shareholder dilution while funding its AI ambitions. Meanwhile, Nvidia is exploring institutional financing structures, Intel is considering common-stock issuance, and other AI infrastructure players are committing massive amounts of capital. The competition is no longer just about who has the best AI chips — it’s increasingly about who can secure the capital to build the infrastructure. 💰🤖 Cisco has raised its AI infrastructure order expectations from $5B → $9B, while CoreWeave expects roughly $35B–$39B in annual capex. AMD’s $4.75B is another sign of how aggressively AI infrastructure spending is expanding. 📊 What does this mean for BTC? The AI boom is driving enormous capital requirements and expanding corporate debt. If AI revenues grow faster than financing costs, debt can fuel further expansion. But if demand disappoints, rising leverage could become a valuation headwind. Either way, the accelerating AI financing race highlights the scale of global capital expansion — while potentially strengthening Bitcoin’s non-sovereign, scarce-asset narrative. 🟠 $BTC $ETH #BTCVolumeDriesUp #SPCXOwnershipRevealed