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Long-form 2026-09-24 · 05:25 ET
Alpha Exchange — Amanda Lynam: GS credit on AI capex financing
GS Chief Credit Strategist: hyperscaler IG $250bn/'26→$400bn/'27; $6tn capex '26–'30; hyperscalers 40% of AI issuance; little crowding-out; IG absorb.
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Dean Curnutt

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Alpha Exchange — Amanda Lynam: GS credit on AI capex financing
GS Chief Credit Strategist: hyperscaler IG $250bn/'26→$400bn/'27; $6tn capex '26–'30; hyperscalers 40% of AI issuance; little crowding-out; IG absorb.
Thu, 24 Sept 2026 · 05:25 ET Long-form asr