---
title: The AI bond rout has now hit the blue-chip tenants as well.
description: "Meta's Hyperion: 91c.\nHut 8's Nvidia-leased sites: 91-93.\nMicrosoft-leased Excalibur: 87.\n\nAll were sold as the \"safe\" end of the AI trade.\n\nWell, it's now very quickly repricing like the risky end.\n\nSource: Nic @puckrin, FT"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [The AI bond rout has now hit the blue-chip tenants as well.](https://blog.syzgroup.com/syz-the-moment/the-ai-bond-rout-has-now-hit-the-blue-chip-tenants-as-well)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Oct 16, 2026, 3:59:31 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/the-ai-bond-rout-has-now-hit-the-blue-chip-tenants-as-well)

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