AI杠杆被低估了?2万亿美元资本开支中,“融资租赁“撑起了4000亿!

华尔街见闻
Nov 13

在AI驱动的算力“军备竞赛”中,科技巨头们正通过一种日益重要却又容易被忽视的方式为未来提供资金——租赁。 据追风交易台,摩根士丹利近期发布的一份题为《AI:租赁未来》(AI: Leasing The Future)的报告显示,一种类似债务融资的“融资租赁”模式,正在成为支撑AI基础设施扩张的关键力量。 报告指出,随着超大规模云服务商(Hyperscalers)以前所未有的速度扩张AI基础设施,它们...

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