BREAKING
Wall Street Funds the AI Data Center Boom
0
T
CapEx 2025-2030
0
B
2025 hyperscaler CapEx
0
%
YoY increase
0
B
remaining bond capacity
0
B
moved off-balance-sheet
0
B
off-balance JVs
Who fills the funding gap
Hyperscalers
●
Corporate bonds
●
Servers and chips focus
Blue Owl & peers
picks and shovels
●
$500M CoreWeave-linked loan
●
Land, power, buildings
AI revenue far below CapEx in 2025
AI revenue
60
CapEx
400
AI's buildout now hinges on capital markets
AI NEWS BLITZ
Financing behind AI data centers has grown so large it's reshaping how Wall Street operates.