Words from our experts in the Press: The AI infrastructure boom is reshaping corporate finance strategies across the Tech sector

With top cloud providers set to invest over $390bn in AI infrastructure in 2025 alone, companies are allocating an average of 60% of their operational cash flow to capital expenditure—primarily for "AI factories" filled with expensive GPUs (Graphics Processing Units) and networking equipment. A single 1GW AI factory can cost up to $40bn, creating unprecedented financing challenges that are pushing even cash-rich tech giants to optimize their cash flows and explore innovative funding structures beyond traditional debt and equity.

The article explores critical bottlenecks emerging throughout the AI value chain and how financial institutions are responding. From GPU manufacturers requiring deposits months in advance, to equipment assemblers squeezed by payment terms, to emerging "neocloud" providers competing with hyperscalers—each stage presents unique financing challenges. 

Our experts Ugur Bitiren, Global Head of cash flow advisory and Nimish Mathur Head of Technology investment banking Americas, examine how working capital facilities, export credit solutions, and creative structures leveraging high-value AI assets are gaining traction, while also addressing the impact of Europe's data sovereignty concerns and China's rapidly developing domestic AI ecosystem on global financing needs.
Click the link below to read the full article and explore these strategic issues in depth.