AI's $3 Trillion Buildout Spurs Debt Boom
How much are they leaning on public bond markets or indeed the rest of the debt system. So the best way to think about this is they are tapping all done markets. So we have obviously the typical on balance sheet corporate borrowing, which you see like with the Oracle deal today.That can be an investment grade bond, a high yield bond or a leveraged loan or even a private credit direct loan. But there's a lot of off balance sheet borrowing happening as well. I know that sounds a little bit scary when you firs ...