B · Normal
[Morgan Asset Management: Global funds continue to boost the U.S. AI craze and "hidden debt" risks raise concerns] On September 30, Morgan Asset Management stated that although most of the AI capital expenditure needs of U.S. hyperscale cloud service providers are funded by operating cash flow, they also received approximately US$250 billion in funding from the bond market and approximately the same amount of financing from bank loans. Morgan Asset Management reminded that it is paying close attention to issues such as lease commitments and concentration risks, as well as the risks of some financing being raised off-balance sheet.
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