Is computing power ABS on the horizon to fund AI?
Blue Owl Capital Blue Owl Capital (US:OWL) Worldfinance·2026-01-13 23:24

Credit: Brett Sayles&nbsp JP Morgan suggests that $5trn will be spent on the build-out of data centres worldwide from 2026 to 2030, while McKinsey expects that the total investment could reach $7trn during the same period. In aggregate, these forecasts imply a base-case annual capital expenditure of $1trn. Headline figures vary across financial institutions and consulting firms. Their guesstimates, however, all point in the same direction.To put the scale of this annual capex into perspective, Bank of Ameri ...

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