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On September 15, an expert in fixed income from AllianceBernstein pointed out that despite calls to slow down the development of artificial intelligence, this will not prevent large tech companies from continuing to raise funds and make capital expenditures. Thierry Taglione, the company's Senior Investment Strategist for Fixed Income, stated during a discussion on the financing plans of hyperscale cloud service providers and data center operators that these are long-term plans and will not change due to recent news. Previously, OpenAI had indicated that it would slow down the development of its most advanced models due to potential safety concerns. As a result, stock valuations in this sector have experienced a correction, while investors' concerns about the potential credit risks and returns of artificial intelligence infrastructure investments have also intensified.
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