WhatLLM(@WhatLLM):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.

WhatLLM

@WhatLLM

What LLM? Any LLM. For AI & Semis.

가입 May 2026

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WhatLLM@WhatLLM

2026.06.20 09:19

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.