AI may have begun as a technology race, but it is increasingly becoming a race for capital and infrastructure.
Hyperscalers are investing at unprecedented levels, transforming technology companies from asset-light businesses into more capital-intensive operators.
A SpaceX IPO and potential offerings from OpenAI and Anthropic are providing greater transparency into the financing needs and interconnected relationships shaping the industry's next phase.
Listen to the latest episode of Credit Currents to learn more.
Host: Chandra Ghosal, Vice President, Moody’s Ratings
Guest: Kevin McNeil, Vice President, Moody’s Ratings
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