銀行正設法轉手自己剛承銷的 AI 數據中心債務

Banks are now trying to offload the AI data center debt they just underwrote

AI 導讀

銀行正設法轉手自己剛承銷的 AI 數據中心債務。Morgan Stanley 數據顯示，9 月 AI 相關債務發行額按月下跌 50%，全球科技公司集資 $23 billion，不及 8 月的一半；6 月 AI 基建集資額曾創下 $113 billion 紀錄。美國投資級市場的科技集團在 1 月至 8 月借入約 $306 billion，AI 相關債券發行則於上月完全停止。

正文

This tracks with recent reporting that AI debt issuance fell 50% month over month in September[0]

> Tech companies raised $23 billion in AI-related debt globally in September, less than half the amount raised in August, according to Morgan Stanley data covering public bonds and private placement transactions.

> The decline marks a continued drop from June, when companies raised a record $113 billion for AI infrastructure including data centers and chips. In the US investment-grade market, where blue-chip tech groups borrowed around $306 billion between January and August, AI-related bond issuance stopped completely last month.

0: https://www.investing.com/news/stock-market-news/tech-compan...