隱形債務日益堪憂 (SPX)
· seekingalpha.com
第二季度財報顯示，隨著債務成本上升，超大規模業者（Hyperscalers）的 AI 建設需要外部資金。點擊此處閱讀投資者需要了解的資訊。
Most of the time when folks bring up the debt being issued to fund the AI infrastructure buildout, I've hand-waved it away with how much cash the hyperscalers m...