Pimco's Stracke Says AI-Related Financing in Early Innings
THE SO WHAT
When Pimco calls digital infrastructure and AI financing “early innings,” it means large pools of debt capital are gearing up to underwrite data centers, fiber, and compute as long-duration assets. If you’re building infra-heavy AI businesses, you may be able to shift more of the capex burden from equity to structured credit—start building lender-ready project economics now.
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