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“The pricing reflects both the scale of their ambitions and the market’s cautious stance on the amount of debt likely coming to the capital markets in 2026 and 2027,” the Janus Henderson authors noted. “In short, while debt is a more attractive financing source for hyperscalers, and credit investors remain willing to fund the AI revolution through numerous vehicles, relative compensation is required.”
,这一点在新收录的资料中也有详细论述
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,这一点在新收录的资料中也有详细论述
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