
AI-generated summary
Der KI-Boom wurde zunächst mit Eigenkapital finanziert, doch zunehmend greifen Tech-Unternehmen auf Schulden zurück, um ihre Investitionen in Künstliche Intelligenz zu steigern. Dies verändert das finanzielle Risikoprofil der Branche.
Der KI-Boom wird von den großen Tech-Firmen immer stärker über Schulden finanziert. Das macht die Anleger nervös. Der Nikkei gibt nach.
Eine elektronische Börsentafel in Tokio: Der Nikkei notiert schwächer. Foto: AFP
Sydney. Die Pläne großer Technologiekonzerne, für ihre Aufrüstung im Bereich Künstliche Intelligenz (KI) Schulden in Milliardenhöhe aufzunehmen, haben am Donnerstag die asiatischen Börsen belastet.
Berichte, wonach unter anderem SpaceX, Broadcom und Oracle die Anleihemärkte anzapfen wollen, schürten Sorgen vor einer zusätzlichen Belastung der Finanzmärkte. Diese ächzen bereits unter steigenden Ölpreisen und hohen Zinsen.
"Der Aufbau der KI begann mit Barmitteln. Zunehmend läuft er auf Kredit, und Kredit verändert das Risikoprofil vollständig", sagte Nigel Green, Chef der deVere Group. "Schulden müssen planmäßig zurückgezahlt werden, egal ob die Einnahmen fließen oder nicht."
Der japanische Nikkei-Index gab 0,9 Prozent nach.
Der breiter gefasste MSCI-Index für asiatische Aktien außerhalb Japans verlor 0,1 Prozent.
Mehr: Microsoft fordert mit neuen KI-Laptops für über 5.200 Euro Apple heraus
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AI outlook — possibilities, not facts
Weitere Technologieunternehmen werden ähnliche Anleiheemissionen für KI-Investitionen ankündigen.
Likely · Within weeks

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