Corporate giants this week told mini -managers that the cheap models of Chinese startups would only promote more demand for the technology and wide infrastructure. However, “digital infrastructure is necessary,” said June Gray, president of big investors, such as Blackstone Inc., says landowners and credit providers behind the curtain say the situation is more important, and some are starting to worry.

A senior executive of a major data center landlords is expected to increase the firm’s borrowing costs as lenders will try to protect themselves from the risk of being obsolete of the property from a depp -style disruption. Another asset manager, which both receives and provides the relief to real estate, said their debt ambitions are now less sure after panic in the market. The danger is that AI copies the rise of green investment, when the rapid influx of clean energy has created an increase in assets. The two executives asked not to identify because they did not have the option to speak publicly.

“The market is still looking for the effects of new AI models, but this can be a healthy correction,” said Timo Beugez, senior director of ABN Amro Bank NV’s project and infrastructure finance. He added, “Even if it affects the demand for data centers for AI, development is still expected,” he added, adding, saying it “slightly less growth. “Can happen.

Since the start of the Chat GPT’s 2022, the explosion of artificial intelligence has launched a global building for data centers, which contains tech -powered servers and chips. Private equity, real estate firms and sovereign investors have promised a large amount of facilities for the facilities, which has led to the main components of economic growth all over the world. For example, Apollo Global Management Inc., in the coming five years, sees more than $ 2 trillion opportunities in data centers and its affiliate infrastructure.

Despite the emergence of DiPsic, Mark Zuckerberg, chief executive officer of Meta Platforms Inc., predicted “really big year” in AI for his firm. The UAE tech party is part of the G42, the data center developer, Khazana, told Bloomberg that “the emerging demand for the emerging facilities of the DPCAC” further illustrates the growing demand “.

The wider credit markets about this week’s riots are also relatively Congine, which shows that they see these issues less than the stock investors. “A major difference between equity and credit prices was highlighted, with many names the main price of the market (Broadcom and NVIDIA was the largest) lost, yet the width of the bond spreads 10 bps or less Was limited to a narrow extent. ” Senior credit analysts wrote Tuesday.

In the trade -mortar securities market, Barclass PLC strategies said that securities data centers have a negative risk compared to stocks. He wrote, “The biggest risk of our view is a sample shift around data centers, which can significantly change investors’ feelings, as happened with office sector in the past few years It was. ”

If the claims about DiPsic’s expenses are correct, Startup shows that he can train the AI ​​model in a part of the money spending Meta, Openi and other major developers. However, these models still need data centers and devices to make functional chat boats that people use or buy AI tools companies.

During this phase, even developers like DiPsic will need to spend hugeity on chips and computing resources, said Nari Singh, an executive partner with Consultancy Alex Partners.

He said, “I think it is going to pressure the demand for infrastructure.

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