Market Focus
AI Capex Cycle Enters A New Funding Phase
Alphabet’s plan to raise up to $80bn of equity to fund a $180-$190bn AI infrastructure buildout this year reinforces that the AI capex cycle is maturing and highlights the risks of growing equity issuance reaching the market. While the overall equity raise is…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise daily macro briefings that cut through market noise, helping clients stay informed, speak credibly, and show up prepared.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.