Alphabet, Meta, Microsoft and Amazon have each announced intentions to invest hundreds of billions of USDs in artificial intelligence, AI infrastructure, computing data centers that is.
Alphabet has around 95 billion of USDs in cash, Meta has around 47 billion USDs in cash, Microsoft has close to 95 billion USDs in cash and Amazon has close to 93 billion USDs in cash on their balance sheets according to public data.
So the question is where Alphabet, Meta, Microsoft and Amazon will get the hundreds of billions of USDs in funds to build out AI data centers.
In the last weeks Meta announced a 27 billion USDs joint venture with Ares, the private credit, private equity and real estate asset management company.
This could be where the hypercalers Alphabet, Meta, Microsoft and Amazon will look for the needed AI compute funds. Basically, they will use private equity, private credit's firm dry powder capital of 2 billion USDs for investing to raise the money. The leading private equity companies will most likely raise new fund vehicles to finance the AI boom.
In short, the artificial intelligence, AI boom investing will continue for the time being, in Wolfteam Ltd.'s estimates.
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