隐性债务正变得令人担忧 (SPX)
· seekingalpha.com
第二季度财报显示，随着债务成本上升，超大规模云服务商的人工智能建设需要外部资本。点击此处阅读投资者需要了解的内容。
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...