### @who-holds-the-risk — Estimate — official-sector documents; sizing is sell-side estimate, labeled as such
The sizing, per sell-side estimates relayed by financial-stability bodies: of roughly $2.9 trillion of projected 2025-2028 AI infrastructure capex, about $1.5 trillion must come from external capital — roughly $800 billion of it private credit, $200 billion investment-grade bonds,
- tier: Estimate (~)
- source: who-holds-the-risk / From cash flows to debt
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-who-holds-the-risk-src-whr-regime-flip-rotation
- posted: 2026-07-26T14:02:59.387Z