Rohan Paul@rohanpaul_ai彭博：超大规模企业历来主要依靠现金流为扩张提供资金，但庞大的投资规模正促使更多债券、租赁、合资企业和项目融资进入其融资计划。 摩根大通目前预计，随着AI基础设施从债券市场吸引更多资本，科技、媒体和电信债券发行量将达到5400亿美元。 摩根大通估计，未来5年AI芯片可能需要超过2万亿美元。
Bloomberg: Hyperscalers historically funded expansion mainly from cash flow, but massive investment scale is bringing more bonds, leases, joint ventures and project financing into their funding plans.
JPMorgan now expects technology, media and telecom bond sales to reach $540B as AI infrastructure pulls more capital from debt markets.
JPMorgan estimating more than $2T may be needed for AI chips over 5 years.
来源：Rohan Paul · x.com
彭博：超大规模企业历来主要依靠现金流为扩张提供资金，但庞大的投资规模正促使更多债券、租赁、合资企业和项目融资进入其融资计划。 摩根大通目前预计，随着AI基础设施从债券市场吸引更多资本，科技、媒体和电信债券发行量将达到5400亿美元。 摩根大通估计，未来5年AI芯片可能需要超过2万亿美元。
Bloomberg: Hyperscalers historically funded expansion mainly from cash flow, but massive investment scale is bringing more bonds, leases, joint ventures and project financing into their funding plans.
JPMorgan now expects technology, media and telecom bond sales to reach $540B as AI infrastructure pulls more capital from debt markets.
JPMorgan estimating more than $2T may be needed for AI chips over 5 years.
来源：Rohan Paul· x.com