Dossier
infrastructure boom
Coverage of infrastructure boom in the Nexus archive.
- AI’s infrastructure boom is getting more leveraged — and harder to track
AI’s infrastructure boom is increasingly funded through sources such as bonds, leases, and private capital. This funding structure is complicated by the involvement of leveraged investors, which adds another layer of market risk.
- AI trade loses steam as infrastructure boom faces reality check
The AI trade is slowing down as the infrastructure boom encounters a reality check. Key focus areas include the decline in AI-related commercial activity and challenges in sustaining infrastructure growth.