Ed Ludlow

Well, I think there is the interesting corporate debt, but it's also important to remember that technology in general has prided themselves on how under-levered they've been.

So coming up to using some of that cash flow or balancing off and reserving some cash flow and accessing the debt market and its higher quality debt.

So there's that piece of it, too.

There's a lot of different ways to play this and not just the focus on technology itself, but who's making the best use cases of it and who has the most

potential.

You're seeing small and mid-cap stocks really play, too, because they don't get all locked up in having to approve new software, per se.

They really can lean into leapfrogging some of the advances that they have access to now.

Karush Life, keeping us diversified.

We appreciate it.

BMO, private wealth.

Now, coming up, tech dominates the Super Bowl ad space.

Did you notice?

AI was definitely in focus.

That discussion next.

This is Bloomberg Tech.

An Australian AI startup backed by NVIDIA just secured a $10 billion loan from a group that includes Blackstone-led funds to boost its data center rollout.

Now it's one of the country's largest private credit financings.

Called Firmus Technologies, the startup plans to construct data centers with a combined capacity of up to 1.6 gigawatts across Australia by 2028.

And we are all bracing for Anthropic and indeed Key Rifle OpenAI to be tapping the public market at some point this year.

Natasha Mascarenhas, it's going to be a busy week for you.