In-depth

Analysis, interviews, roundtables, reports and more on the topics that matter to you.

Perspective
01 August 2024

Chips with that?: AI’s next digital infra asset class

In:
Telecoms and Communications
Region:
Americas, Asia-Pacific, Europe
The computing requirements of artificial intelligence are driving up the amount that cloud operators need to spend on microchips. The highly liquid private credit market dominates financing activity, but pricing levels might drive operators into the arms of infrastructure lenders.

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