南華早報Macroscope | Why the AI investment boom could spark the next financial crisis
作者 Nicholas Spiro全文約 5,094 字
文章摘要
南華早報 · 文章頁摘要The AI ‘everything trade’ looks increasingly shaky as hyperscalers search for external financing, risking debt spillover to other markets.
For a truly staggering figure, look no further than an estimate from Columbia Business School Professor Stijn Van Nieuwerburgh of the cumulative inves...