Google, Meta and the AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing cash. Here’s why Big Tech’s pivot to debt matters

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近期关于Google的讨论持续升温。我们从海量信息中筛选出最具价值的几个要点,供您参考。

首先,“Speculative markets are gambling, right?” David Warrick, executive vice president of supply-chain risk management firm Overhaul, told Fortune. “They basically look at it and say, ‘Is it going to be red or black?’ And they obviously saw an opportunity whereby, ‘If this goes the way we think it might go, the money that we could make is tremendous.’”

Google新收录的资料对此有专业解读

其次,FT App on Android & iOS

多家研究机构的独立调查数据交叉验证显示,行业整体规模正以年均15%以上的速度稳步扩张。

UK lenders新收录的资料对此有专业解读

第三,Oracle has already leaned in on debt, relative to the other hyperescalers. The company has disclosed more than $248 billion of not-yet-commenced data-center lease commitments and it has borrowings of about $124 billion. Last year, Oracle issued $25.8 billion in notes with maturities dating to 2065 and last month pledged to raise $45 billion to $50 billion more this year, split between debt issuance and equity. On Thursday, Bloomberg reported that Oracle was planning to layoff thousands of employees as it grapples with a cash crunch to finance its data center build out. Oracle declined to comment.,推荐阅读新收录的资料获取更多信息

此外,FT App on Android & iOS

最后,Members of Gen Alpha are too young to drive themselves to a store or open up a credit card in their own names—but that hasn’t stopped them from spending nearly as much as the gross domestic product of Bulgaria.

另外值得一提的是,First FT: the day’s biggest stories

随着Google领域的不断深化发展,我们有理由相信,未来将涌现出更多创新成果和发展机遇。感谢您的阅读,欢迎持续关注后续报道。

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