J.P. Morgan SELL

JPM JPM US Market Intell

Jul 27, 202625 pages页

From the report报告摘录AI Capex Funding Risk: Hyperscalers' $50bn debt capacity masks $6T AI capex need through 2030; model requires $1.8T AI revenue (2030) vs $100-110bn current, signaling potential underperformance in AI infra.

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