
Meta Platforms Inc.正在首次进入欧洲债券市场,加入全球最大科技公司的一轮借款热潮,这些公司正竞相为数万亿美元的人工智能投资提供资金。
Platforms Inc. is making its debut in the euro bond market, joining a burst of borrowing by the world’s biggest technology companies as they race to finance trillions of dollars of investments in artificial intelligence.
这家Facebook的母公司在周二通过美元债券市场筹集15亿美元后,正转向欧洲投资者。在其推出欧元发行之前,正值大型科技公司债务发行最为繁忙的时期之一,自上周末以来,Meta、微软公司、甲骨文公司和Alphabet公司合计从市场筹集了近57亿美元。
The Facebook parent is turning to European investors after raising $15 billion in the dollar bond market on Tuesday. Its euro offering comes after one of the busiest-ever stretches for Big Tech debt, with Meta, Microsoft Corp., Oracle Corp. and Alphabet Inc. tapping markets for almost $57 billion combined since late last week.
这些在美债高评级市场暂停了三个月的科技行业借款人正在回归,而此时投资者正变得对他们在数据中心、芯片以及为人工智能提供动力所需的其他基础设施上的开支更加警惕。微软上周以一笔250亿美元的发行打破了沉寂,随后甲骨文进行了100亿美元的交易。
Technology borrowers who took a three-month hiatus from the US high-grade debt market are returning just as investors grow more wary of their spending on the data centers, chips and other infrastructure needed to power AI. Microsoft broke the drought with a $25 billion sale last week, followed by a $10 billion deal by Oracle.
据一位知情人士透露,Meta正在分六部分发行欧元债务,期限从略超四年到38年以上不等。这位因未获授权要求匿名的知情人士表示,最短期限部分的初始价格水平比中间利率高出约140个基点,而较长期限部分的发行利率显示比中间利率高出约370个基点。
Meta is offering the euro debt in six parts with maturities ranging from just over four years to over 38 years, according to a person familiar with the matter. The initial price level for the shortest tranche is around 140 basis points over mid-swaps while the longer tranche is being shown at around 370 basis points over, said the person, who asked not to be identified.
这是Meta在其本土市场之外的首次债券发售。投资者周二对该美元交易的投标金额高达58亿美元。花旗集团和摩根士丹利正在管理这笔欧元债券交易,预计将于周三晚些时候定价。
It is Meta’s first bond sale outside its home market. Investors placed as much as $58 billion of bids for the dollar transaction on Tuesday. Citigroup Inc. and Morgan Stanley are managing the euro bond transaction, which is expected to price later on Wednesday.
这股交易浪潮到来之际,人工智能的基础设施建设正面临来自投资者和政界人士的更多审视。对于在美国中期选举中刚刚取得国会控制权的民主党人是否会像以往一样对大型科技公司友好,也存在疑问。选民对全国各地兴建庞大数据中心的愤怒,成为了俄亥俄州等州的一大选举议题,共和党参议员乔恩·哈斯特德在这些州落败。
The flood of deals arrives as the AI buildout faces greater scrutiny from both investors and politicians. There are also questions over whether Democrats who just swept to control of Congress in the US midterm elections will be as friendly to Big Tech. Voter anger over the vast data centers being built across the country was a major election issue in states like Ohio, where Republican Senator Jon Husted was defeated.