Google, Meta and the AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing cash. Here’s why Big Tech’s pivot to debt matters

· · 来源:proxy频道

在Google领域深耕多年的资深分析师指出,当前行业已进入一个全新的发展阶段,机遇与挑战并存。

“There is no precedent to having done anything like this before,” Sharad told Fortune. “So it’s not going to be any kind of automated mailing checks back to folks that paid.”

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在这一背景下,The late 1990s buildout of fiber-optic networks, in which companies spent billions to pull dark fiber across continents and under oceans, saw borrowers like WorldCom, Global Crossing, and others go under. The shale revolution that prompted U.S. oil and gas companies to issue $350 billion in debt to fund drilling led to hundreds of bankruptcies after oil prices swooned in 2014 and 2015. Going back even further to the early 1900s, the widespread adoption of electric power led to a buildout that saw roughly half of the 3,000 small utilities and power companies that existed either disappear or get sold during a brutal decade of consolidation. In each case, there were also long-term victors who inherited infrastructure and reaped the benefits of these expansions in the form of lower-cost bandwidth, cheaper consumer prices, and large manufacturers that consolidated the power grid.,推荐阅读在電腦瀏覽器中掃碼登入 WhatsApp,免安裝即可收發訊息获取更多信息

多家研究机构的独立调查数据交叉验证显示,行业整体规模正以年均15%以上的速度稳步扩张。

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从另一个角度来看,‘It’s different this time’。官网是该领域的重要参考

除此之外,业内人士还指出,Part of this shift may be credited to the rise in skilled trade career paths, which tend to be male-dominated. Enrollment at two-year vocational public schools has increased by about 20% since 2020, a net increase of over 850,000 students, according to the National Student Clearinghouse Research Center.

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随着Google领域的不断深化发展,我们有理由相信,未来将涌现出更多创新成果和发展机遇。感谢您的阅读,欢迎持续关注后续报道。

关键词:GoogleHenry Blod

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张伟,独立研究员,专注于数据分析与市场趋势研究,多篇文章获得业内好评。