UBS Global Research reportedly advised investors. I'm watching Artificial Intelligence Industry Please pay attention Risk overheating and asset class health.
The UBS Strategist wrote this on Monday (August 18th) Notes With them I said Private credit lenders are becoming more and more important Industry capital source, Bloomberg It has been reported Monday.
Private debts lent to the technology sector have increased by $100 billion over the past 12 months, totaling $450 billion, while technology lending from business development companies Jumping UBS starts at $80 billion to $150 billion to $150 billion I said, For each report.
The report says this demand for capital is driven by high-tech companies' spending on AI data centres and other AI development costs.
“This phenomenon can sustain major growth plans for AI and other hyperscalar companies, sowing seeds for upward scenarios, and increase the risk of overheating.” Matthew Mish According to the report, it was written in a memo.
Microsoft I said in a Revenues for July 30 report their capital expenditures It is projected Over $30 billion in the first quarter To meet rise Infrastructure Needs driven by strong demand for cloud and AI.
For the fiscal year ended June 30th, Microsoft opened new data centers on six continents and now I have it Over 400 facilities in 70 regions.
“We continue to expand our own data center capacity faster than any other competitor,” says Microsoft CEO Satya Nadella He said in his revenue call on July 30th.
Pymnts reported on July 15th Google, Meta, Black Stone and coreweave Plans to collectively spend hundreds of millions of dollars to build AI Data CenterAs a weapons race It's getting hot In build Computing Power I need it With this advanced technology.
A month ago, aws I said It's going to happen spend At least $20 billion to expand Pennsylvania's cloud computing and AI infrastructure.
March, xai and nvidia Participated in $30 billion AI infrastructure The project called the AI Infrastructure Fund is Black RockMicrosoft and Abu Dhabi AI Investment Group MGX. Microsoft and BlackRock launched a fund last year to raise funds Build Data Center and search Power sources for these facilities.
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