Apollo's Jim Zelter on data center financing
conversation about uh capex, what's going on right now with the with the hyperscalers at 800 billion of of estimated capex this year. As big as those companies are and allocating their free cash flow and not buying back their stock, they access the IG market, but that's not enough. And so when you look at all the data center financings and the role that they're playing in the hyperscalers, part of that's going to be fulfilled by investment grade private credit. That's the area where investors want transpare ...