Meta史上最大のデータセンター「ハイペリオン」。270億ドルの負債を帳簿外処理し、30億ドルを現金化する革新的スキームを徹底解剖。AIインフラ金融の新時代を読み解く30分！00:00 - オープニング：メタの新AI錬金術とは01:56 - ハイペリオンデータセンター計画の全貌06:13 - 270億ドルの革新的資金調達スキーム11:42 - Blue Owlの狙いと債券発行の仕組み19:16 - スキームの本質：信用力の金融商品化26:58 - リスクと今後の業界トレンド29:02 - まとめ：AI時代のファイナンス戦略関連動画:Oracleに立ち込めた暗雲：AIデータセンターは本当に儲かるのか？https://youtu.be/u24dDUEIME0?si=fNdDgyMqD_QQEF7S出典:The Creative Dealmaking Behind Meta’s $30 Billion Data Center Financinghttps://www.theinformation.com/articles/creative-dealmaking-behind-metas-30-billion-data-center-financingYouTube:https://youtu.be/hfkaQijUHoQ
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