Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor.
Read more insights from Morgan Stanley.
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Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corpor ... Show More
Feb 2025
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<p>Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and ... Show More
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