WhatLLM
@WhatLLM
What LLM? Any LLM. For AI & Semis.
参加 May 2026
39 フォロー中 144 ファン
Goldman: AI race has evolved into a $5.3 trillion capex cycle through 2030. As hyperscaler spending accelerates, AI infrastructure is stretching traditional financing channels. Data centers require funding across real estate, infrastructure, private credit, and corporate debt.
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