Financing the AI infrastructure boom: on- and off-balance sheet borrowing (BIS Quarterly Review, March 2026)
Financing the AI infrastructure boom: on- and off-balance sheet borrowing (BIS Quarterly Review, March 2026)
https://www.bis.org/publ/qtrpdf/r_qt2603u.htm
Posted by Low_Ability4450
1 Comment
Low_Ability4450 on
Interesting isn’t really the $100B in bonds but its more what is happening off balance sheet ; SPVs with private credit, long term lease agreements and most of the debt ends out the hyperscaler books. The capex turns into opex.
1 Comment
Interesting isn’t really the $100B in bonds but its more what is happening off balance sheet ; SPVs with private credit, long term lease agreements and most of the debt ends out the hyperscaler books. The capex turns into opex.