AI Hurtles Ahead
Howard Marks, co-founder of Oaktree Capital Management, released a memo titled "AI Hurtles Ahead" as an addendum to his December 2024 memo "Is It a Bubble?", drawing on a 10,000-word tutorial generate…
Howard Marks, co-founder of Oaktree Capital Management, released a memo titled "AI Hurtles Ahead" as an addendum to his December 2024 memo "Is It a Bubble?", drawing on a 10,000-word tutorial generate…
Data center developers are pushing the Nordic high-yield bond market to its limits as they seek funding for AI infrastructure, with PolarDC Group Ltd. raising a record €800 million in May but subseque…
Industrial Development Funding and Oaktree Capital Management are investing $1.7 billion to deploy Bloom Energy fuel-cell systems for AI cloud infrastructure, including dedicated power for Nebius AI c…
Clarion Partners paid $132.3 million for a Fremont industrial building leased to Tesla, signaling strong investor interest in industrial properties despite a downturn in other commercial real estate s…