자본시장 · 리포트
A fund manager warns that the AI trade is getting riskier as hyperscaler capex and debt keep piling up.
Rising hyperscaler capex increasingly financed by debt raises the question of whether AI infrastructure buildout can be sustained from operating cash flow, which will affect valuations across the chain.
업계 전문지Slicast · 2026년 11월 13일 11:56 UTC · 미국 · 출처: BigGo Finance
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