Två ödesdagar avgör i vilken takt AI-lånefesten fortsätter
DI Digitalsv

Hyperscalers som Microsoft, Amazon och Google lånar upp hundratals miljarder dollar för att finansiera sina investeringar i AI-kapacitet. Det massiva investeringstrycket höjer den amerikanska regeringens lånekostnader och ökar räntetrycket. Veckans två händelser, Nvidias rapport och Fed-mötet i Jackson Hole, kan avgöra i vilken takt den AI-drivna lånefesten fortsätter.
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