Maareeyaha PIMCO Emmanuel Roman ayaa sheegay in suuqa AI uu hoos u dhici doono, isagoo tilmaamay in baahida maalgelinta ay gaari karto $2 trillion shanta sano ee soo socota.
Maareeyaha guud ee shirkadda deymaha PIMCO, Emmanuel Roman, ayaa sheegay in suuqa AI uu hoos u dhici doono, isagoo ku daray in arrimuhu "and then things are going to break." Hadalkiisa ayaa yimid iyadoo shirkado waaweyn ay sii wadaan iibinta deymo cusub oo loogu talagalay maalgashiga AI.
Digniin ka timid PIMCO
Emmanuel Roman, maareeyaha guud ee PIMCO, ayaa sheegay in suuqa AI uu hoos u dhici doono, isagoo leh "and then things are going to break." Wuxuu qiyaasay in dhismaha AI uu abuuri karo baahi maalgelin dhan $2 trillion shanta sano ee soo socota, marka la barbardhigo suuqa deymaha Maraykanka oo dhan oo gaaraya ilaa $12 trillion.
Deymo cusub oo sii kordhaya
Meta ayaa heshay dalabyo deyn oo gaaraya $58 billion oo loogu talagalay iib deyn oo la filayo inuu noqdo $15 billion ilaa $20 billion. Oracle ayaa sheegtay Monday inay u baahan tahay $20 billion oo deyn ah oo dheeraad ah, halka Alphabet ay iibineyso €6 billion (qiyaastii $6.7 billion) oo deyn ah, Microsoft-na ay iibisay $25 billion oo deyn ah, taasoo ah markii ugu horreysay muddo toban sano ah.
Doorka PIMCO iyo taxaddar kale
PIMCO waxay ka mid ahayd maalgeliyayaashii sameeyay maalgelinta chip-ka ee CoreWeave 2023, waxayna heshay $2 billion oo faa'iido warqadeed ah $29 billion oo deymo Meta ah sanadkii hore, waxayna iibsatay $4 billion oo deymo SpaceX ah bishii hore. Madaxweynaha Apollo Global Management Jim Zelter ayaa isna sheegay in aan la garanayn sida qiimaha iyo dhaqaalaha ay u horumari doonaan, isagoo leh "What we don't know is how pricing and economics will evolve."
Emmanuel Roman says the AI buildout could need $2 trillion in financing over five years, while Meta, Oracle, Alphabet and Microsoft keep tapping bond markets.
PIMCO CEO Emmanuel Roman said the AI market will see a downturn "and then things are going to break," as major technology companies continue to raise large sums through bond sales to fund the AI buildout.
PIMCO Chief Flags Financing Scale and Risks
Roman estimated that the AI buildout could create $2 trillion in financing needs over the next five years, against a total US bond market of about $12 trillion. He singled out US rate hikes, war, or a eurozone crisis as potential triggers that could flip the market.
Bond Demand Stays Strong Despite Caution
Meta drew $58 billion in orders for a bond offering expected to be $15 billion to $20 billion. Oracle said Monday it would need another $20 billion in bonds, Alphabet is selling €6 billion (about $6.7 billion) of bonds, and Microsoft recently sold $25 billion in bonds, its first such sale in a decade.
Apollo Also Voices Uncertainty
Apollo Global Management president Jim Zelter said, "What we don't know is how pricing and economics will evolve." Apollo had been talking with SpaceX about a $40 billion chip deal, while Wall Street banks were financing $63 billion in debt from Anthropic.
Ilaha iyo xuquuqda sawirka
Sawir: The Verge Xigasho
