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Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the rest (Tabby Kinder/Financial Times) from Techmeme RSS feed.
Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the rest (Tabby Kinder/Financial Times)
Tabby Kinder / Financial Times:
Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the rest — Private capital joins Big Tech in seeking to capture rewards from historic expansion of data centres