Push-Pull Reactivity
Eric Reibe (6.5 PPG)
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"The EU began with robust aims in consumer safeguarding, yet some regulatory mechanisms are counterproductive," Ekudden states. "Innovation must take the lead; regulation cannot come first. We must curb this tendency to impose rules before innovation occurs." The pervasiveness and rigidity of regulation have tangible commercial consequences. AWS investigations reveal that presently, 42% of IT expenditures are allocated solely to compliance.
那么AI需要具备什么才会关心自身存亡？
That pool of demand is ideally suited for hyperscalers with top credit ratings (four of the five hyperscalers carry credit ratings on the investment-grade elite spectrum) and bonds stretching 30 or 40 years into the future. In February, Alphabet even issued a rare 100-year bond, becoming the first tech company to do so in decades. More details about the buyers of these bonds will be revealed in the spring and later this year, when investors publish disclosures, but SigRist expects the wave of issuances to be well absorbed in 2026, much like it was in 2025.