PIMCO CEO 警告 AI 市场将迎来下滑

pimco ceo emmanuel roman warned of a downturn in the ai market, saying 'and then things are going to break.' he expressed uncertainty about how pricing and economics will evolve. the ai buildout has created $2 trillion in financing needs over the next five years, with companies like meta, oracle, alphabet, and microsoft selling bonds to raise funds. pimco has been instrumental in the ai trade, making significant gains from ai-related financing deals.