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The 2027 chip sales outlook amid AI's borrowing boom

Unusual Whales reports that Nvidia CEO Jensen Huang expects chip sales to double in 2027. Separately, the Kobeissi Letter argues that AI firms and the U.S. government are increasingly competing for capital.

The Kobeissi LetterTK
unusual_whalesUN
2 Sources, 23d ago, first seen 23d ago

TLDR

Unusual Whales reported on September 17, 2026, that Nvidia CEO Jensen Huang expects chip sales to double in 2027, saying AI is contributing “so much” to different industries.

The Kobeissi Letter says corporate debt issuance reached a record $2.64 trillion over the preceding 12 months, alongside $5.06 trillion in Treasury issuance excluding T-bills. It argues that AI-related borrowing and historically high U.S. deficits are intensifying competition for capital, adding to other forces pushing long-term yields higher.

Combined views

323.6K

2 Sources, first seen 23d ago

2.1K likes150 comments208 saves219 reposts

Combined views

323.6K

2 Sources, first seen 23d ago

2.1K likes150 comments208 saves219 reposts

Sentiment

Positive47.6%52.4%Negative

Summary

Positive replies welcomed Nvidia's chip sales doubling forecast and AI demand as a major growth opportunity, while negative replies warned of bubbles, record government debt competition, and incoming market chaos.

Based on 21 sentiment-bearing replies from 21 accounts across 2 conversations.

Sentiment

Positive47.6%52.4%Negative

Summary

Positive replies welcomed Nvidia's chip sales doubling forecast and AI demand as a major growth opportunity, while negative replies warned of bubbles, record government debt competition, and incoming market chaos.

Based on 21 sentiment-bearing replies from 21 accounts across 2 conversations.

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2 Sources

The Kobeissi Letter@KobeissiLetterAI firms and the US government are competing for capital: US Treasury issuance excluding T-bills has risen to $5.06 trillion over the last 12 months, the highest since the 2021 record. Over the same period, corporate debt issuance has surged to a record $2.64 trillion. This brings total Treasury and corporate debt issuance up to $7.70 trillion, an all-time high. This is increasingly driven by AI-related firms, whose bond issuance has soared +541% YoY in 2025, to $109 billion, and another +78% in the first half of 2026, to a record $194 billion. In other words, corporate America is funding one of the largest investment cycles in decades while the US government is running historically high deficits, forcing both public and private borrowers to compete for capital. This competition is adding to other forces pushing long-term yields higher, including inflation, Fed policy, and economic growth expectations. The US bond market is entering an era of intense capital competition.23d
unusual_whales@unusual_whalesNvidia CEO Jensen Huang says he expects chip sales to double next year, saying AI is contributing "so much" to different industries23d
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    2 Sources

    The Kobeissi Letter@KobeissiLetterAI firms and the US government are competing for capital: US Treasury issuance excluding T-bills has risen to $5.06 trillion over the last 12 months, the highest since the 2021 record. Over the same period, corporate debt issuance has surged to a record $2.64 trillion. This brings total Treasury and corporate debt issuance up to $7.70 trillion, an all-time high. This is increasingly driven by AI-related firms, whose bond issuance has soared +541% YoY in 2025, to $109 billion, and another +78% in the first half of 2026, to a record $194 billion. In other words, corporate America is funding one of the largest investment cycles in decades while the US government is running historically high deficits, forcing both public and private borrowers to compete for capital. This competition is adding to other forces pushing long-term yields higher, including inflation, Fed policy, and economic growth expectations. The US bond market is entering an era of intense capital competition.23d
    unusual_whales@unusual_whalesNvidia CEO Jensen Huang says he expects chip sales to double next year, saying AI is contributing "so much" to different industries23d
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