外媒：全球数据中心融资需求激增，险资成AI债券关键买家

Group 1 - The core viewpoint is that global data center capital expenditures are projected to reach approximately $3 trillion by 2028, with about $1.5 trillion requiring external financing due to insufficient cash flow [1][3] - Major tech companies like Oracle, Meta, and Alphabet have recently issued large amounts of bonds to finance their AI-related investments, indicating a shift in funding strategies [1][3] - The demand for longer-duration, higher-yield assets from insurance companies aligns with the financing needs of AI-related bond issuances, suggesting a growing trend in the corporate bond market [3][4] Group 2 - The investment-grade corporate bond market has seen significant activity, with approximately two-thirds of the over $2 trillion in corporate bond and asset-backed securities issued in the U.S. this year coming from investment-grade bonds [3][4] - Analysts expect that the increasing acceptance of more complex financing tools and longer bond maturities will reshape traditional corporate bond market rules, presenting new evaluation challenges for investors [3][4] - The willingness of insurance companies to invest in higher-yield but more complex private placements indicates a potential increase in funding for AI infrastructure projects [4]