WS #14240
Nvidia's $500B Wall Street financing deal (with Apollo, BlackRock, Blackstone, Brookfield, Goldman, KKR) and Alphabet's inaugural AUD bond issue highlight the massive AI capex cycle, with Alphabet raising $25B in USD bonds and planning AUD bonds. OpenAI's IPO preparations are marred by management instability (CRO and COO departures, Preparedness team disbanded), potentially delaying the IPO to 2026, raising concerns about governance and safety.
AI infrastructure financing boom
Nvidia's $500B Wall Street financing deal (with Apollo, BlackRock, Blackstone, Brookfield, Goldman, KKR) and Alphabet's inaugural AUD bond issue highlight the massive AI capex cycle, with Alphabet raising $25B in USD bonds and planning AUD bonds.
OpenAI's IPO preparations are marred by management instability (CRO and COO departures, Preparedness team disbanded), potentially delaying the IPO to 2026, raising concerns about governance and safety.