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:user在线

围绕Google这一话题,我们整理了近期最值得关注的几个重要方面,帮助您快速了解事态全貌。

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其次,‘It’s different this time’

来自行业协会的最新调查表明,超过六成的从业者对未来发展持乐观态度,行业信心指数持续走高。

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另外值得一提的是,Kevin SigRist, chief investment officer of the $143 billion North Carolina pension system and a significant long-duration corporate bond buyer, said the yields for the hyperscalers’ bonds are near 5%, which is attractive on its own before factoring in the strong balance sheets and corporate profitability.

展望未来,Google的发展趋势值得持续关注。专家建议,各方应加强协作创新,共同推动行业向更加健康、可持续的方向发展。

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