WS #13583
Alphabet issues $25B bonds with $115B demand, but AI capex concerns persist; ByteDance plans 5-trillion-parameter model, signaling continued AI investment. Unitree prices IPO at $9B valuation, with DeepSeek investing $20.8M, highlighting China's embodied AI sector and potential US restrictions.
AI Capex and Debt Concerns
Alphabet issues $25B bonds with $115B demand, but AI capex concerns persist; ByteDance plans 5-trillion-parameter model, signaling continued AI investment.
Unitree prices IPO at $9B valuation, with DeepSeek investing $20.8M, highlighting China's embodied AI sector and potential US restrictions.