AA@AAKL@infosec.exchange
This is from yesterday and it's a good look at what investing in AI infrastructure really costs.
"Morgan Stanley recently analyzed how hyperscalers are going to pay for their AI ambitions. The report paints a stark picture, estimating that AI-related capital expenditures (capex) from 2025 to 2028 will require $2 trillion, with over $1 trillion of that financed through new debt."
"This $1 trillion debt load increases financial leverage, potentially straining balance sheets if interest rates rise or AI returns lag. Private credit offers flexibility but at higher costs, risking profitability if ROI disappoints."
247 Wall St: From Cash to Credit: AMZN, META and MSFT Face $1 Trillion in New AI Debt https://247wallst.com/investing/2025/08/08/from-cash-to-credit-amzn-meta-and-msft-face-1-trillion-in-new-ai-debt/ #AI #Meta #Amazon #Microsoft