Gigantul care câştigă cel mai mult din boom-ul AI nu este Nvidia şi nici Microsoft

Morgan Stanley has emerged as the leading financier for AI data centers, developing innovative funding models. The bank's revenue from capital markets has surpassed Goldman Sachs, driven by a surge in AI-related transactions. It estimates that AI infrastructure will require around $10 trillion in investments in the coming years. Morgan Stanley has facilitated major financing deals, including a $3.2 billion bond issuance for TeraWulf and a $27 billion funding package for Meta's Hyperion project. However, analysts warn of increasing risks as funding relies more on AI labs with weaker credit profiles.