AI企业融资成本随美债水涨船高,债务风险几何?

第一财经
Sep 28

截至目前,AI企业一直愿意承担更高的债务成本,但一些投资者表示,他们开始担心未来的融资。同时,已经发行的AI债务背后的部分风险敞口存在被掩盖的风险。   随着美国国债收益率攀升至2007年以来的最高水平,依赖债务融资发展的公司将不得不面临更高的、不断攀升的借贷成本。这意味着本轮就已达到历史水平的人工智能(AI)基础设施建设将变得更加昂贵。   摩根大通此前估计,到2030年,随着数据中心公司和其他...

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