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What happens when the AI buildout needs more capital than Big Tech and venture investors can provide?
As developers move from AI ambition to gigawatt-scale data center construction, the financing behind the boom is getting more complex. Companies with ambitious AI plans are turning to private bond markets, leveraged loans and at-the-market stock programs to keep projects moving.
That shift is pushing AI infrastructure deeper into Wall Street. Banks are pitching data center loans to CLO buyers, public companies are raising opportunistic equity and exchanges are exploring compute futures to help investors hedge the risks of the buildout.
We asked Deep Research to examine the capital markets tools now funding AI infrastructure. The report breaks down how these financing channels work, who is using them, and what could change as the AI boom enters its next phase.
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