이 에피소드에 관해
AI may have begun as a technology race, but it is increasingly becoming a race for capital and infrastructure. As hyperscalers invest at unprecedented levels, a SpaceX IPO and potential offerings from OpenAI and Anthropic, are offering new insights into the financing needs, transparency and credit dynamics shaping the industry's next phase.
Host: Chandra Ghosal, Vice President, Moody’s Ratings
Guest: Kevin McNeil, Vice President, Moody’s Ratings
Related Research:
- Hyperscalers' asset-heavy model spurs borrowing, equity sales https://www.moodys.com/research/Artificial-Intelligence-Technology-US-Hyperscalers-asset-heavy-model-spurs-borrowing-Sector-In-Depth--PBC_1490738 22 July 2026
- Infographic: Massive CapEx feeding data center ecosystem https://www.moodys.com/research/doc--PBC_1486517
- Hyperscaler capex to near $1 trillion in 2027, fueling AI growth, memory shortage https://www.moodys.com/research/Artificial-Intelligence-Data-Centers-US-Hyperscaler-capex-to-near-Sector-In-Depth--PBC_1483702 11 May 2026
- Hyperscalers' reported AI-related lease commitments may understate economic risk https://www.moodys.com/research/Accounting-US-Hyperscalers-reported-AI-related-lease-commitments-may-understate-economic-Sector-In-Depth--PBC_1467708 23 February 2026
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