Apollo Global Management首席经济学家Torsten Slok估计，AI生态系统可能支持超过2万亿美元的额外投资级债券。目前，与AI相关的发行量已占较长期限投资级公司债券供应量的近40%。然而，到2030年，由于集中度和评级限制，公开市场可能只能吸收约1万亿美元。 AI
影响 AI的增长可能驱动对投资级债券的巨大需求，到2030年可能超出公开市场的承载能力。
排序理由 对经济学家分析的潜在AI相关债务市场的分析。
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4 Torsten Slok: … often with collateral, contractual support and structural protections that are unavailable in #unsecured #public #bonds . #AI #debt
2 Torsten Slok: We estimate the #AI ecosystem could fundamentally support more than $2 trillion of additional #investmentgrade debt, while public IG #markets may be able to absorb less than $1 trillion of that amount through 2030 because of concentration and ratings constraints.
1 Torsten Slok, chief economist, Apollo Globall Management: #AI-related issuance already accounts for nearly 40% of longer-duration #investmentgrade #corporatebond supply, and the #financing needs are only getting larger. 🧵 #AI #bonds