As AI capex demands reach $7.6–8.0 trillion through 2030, traditional bond markets fall short by $6.3 trillion. Financial engineers are inventing new debt structures—from infrastructure debt to asset-backed finance—echoing the rail-boom financing innovation of the 1870s–1890s. This playbook could mask accumulating risk.
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Topics: AI Infrastructure · Banking & Capital Markets
Published by Net Interest · their site ↗
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