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Financing the global AI build-out will require about $8tn in capital spending, KKR argues in a new report. Christopher Sheldon, the firm’s co-head of credit and markets, discussed the report on Bloomberg’s Open Interest.
Why it mattersKKR’s claim is that traditional public equity and debt markets cannot meet the need on their own. It is a striking estimate of the money behind the AI boom, not a confirmed bill or a breakdown of who will pay it.
Discuss: In the race to build AI infrastructure, where should the remaining capital come from: private markets, governments, or somewhere else?
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