Investors curb AI infrastructure borrowing
3m
Investors grew wary of debt-fueled AI infrastructure expansion, slowing borrowing after record bond issuance as rising yields increased financing costs for weaker companies.
Reposted by Greg Linden, Steven H. Seggie
(Bloomberg) - The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.
@bloomberg.com
www.bloomberg.com/news/article...
(Bloomberg) - The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.
@bloomberg.com
www.bloomberg.com/news/article...
Reposted by Steven H. Seggie
by Richard Shaw