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JPMorgan Chase expects investment-grade corporate credit markets to provide over $2.1 trillion in financing for data centers over the next five years.
AI investments continue to expand, but funding is not without bottlenecks. The combined capital expenditure guidance for the top five US cloud computing companies is projected to exceed $750 billion in 2026 and break through $1.1 trillion in 2027. By 2030, cumulative AI capital expenditure could reach $5.5 trillion. JPMorgan Chase estimates that the investment-grade corporate credit market will provide over $2.1 trillion in financing for data centers over the next five years, with high-yield bonds and leveraged loans contributing an additional $350 billion. The discounted pricing and stalled distribution of Oracle's $18 billion loan occurred at the nascent stage of this financing wave.
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Source：华尔街见闻 · Source Link
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