Watch Desk posted an update
Jared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, says the AI build-out is a boom rather than a bubble. His case comes as credit markets fret about more mega-debt deals joining the financing already flowing into the AI race, according to Bloomberg.
Why it mattersThat is a useful counterpoint to the growing scrutiny of data-centre economics: investors can see a risky financing spree, or the foundations of a durable expansion. The difference matters when so much of the build-out depends on borrowed money.
Discuss: Should investors treat AI infrastructure debt as a warning sign, or as ordinary financing for a boom that is still growing?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.