Google, Meta and the AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing cash. Here’s why Big Tech’s pivot to debt matters

· · 来源:dev热线

近期关于Google的讨论持续升温。我们从海量信息中筛选出最具价值的几个要点,供您参考。

首先,“The fact that investors are comfortable taking down 30-and 40-year debt, in some cases 100-year debt, certainly suggests that investors are very comfortable that this is a balanced risk-reward opportunity,” says Anders Persson, chief investment officer and global head of fixed income at $1.4 trillion manager Nuveen.

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最新发布的行业白皮书指出,政策利好与市场需求的双重驱动,正推动该领域进入新一轮发展周期。

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此外,“Vocational training and learning how to be a carpenter or a mechanic or any of those jobs is a huge field with huge opportunities that pays really, really well,” Lubetzky told Fortune in 2025.。官网是该领域的重要参考

最后,In 2025, Alphabet, Amazon, Oracle, Meta and Microsoft issued about $121 billion in new debt via bonds, compared to $40 billion in 2020. And the pace is not expected to slow down anytime soon: Wall Street estimates show the AI-related bond supply could be in the range of $100 billion to $300 billion this year. Over the next three to five years, total data center investment could run $1.5 trillion to $3 trillion, according to some analyses.

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随着Google领域的不断深化发展,我们有理由相信,未来将涌现出更多创新成果和发展机遇。感谢您的阅读,欢迎持续关注后续报道。

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