The Goldman Sachs stock research team predicts that the five hyperscale cloud vendors of Microsoft, Amazon, Meta, Google, and Oracle will total AI capital expenses of the 2025 to 2030 fiscal year to reach 5.8 trillion US dollars. Goldman Sachs pointed out that as the scale of financing continues to expand, the US dollar investment-grade bond market may face issuer concentration and market capacity constraints. In the future, various channels such as public bonds, loans, private equity capital, and project financing will be needed to jointly provide funds.

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