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Global marketsUpdated November 5

FT says no one at Hong Kong summit doubted AI trade

In its account of Hong Kong’s annual financial gathering, the Financial Times gives the AI trade a notably confident backdrop: it says no one there doubted it. That confidence sat alongside questions at the summit about whether global credit markets could absorb the industry’s vast spending. Belief in the trade was broad, but the bill remained part of the conversation.

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Coverage started November 5

Key Actors

  • Alphabet Inc.
  • Anthropic
  • Blackstone Inc.
  • Franklin Templeton Investments
  • Goldman Sachs
  • Meta Platforms
  • Morgan Stanley
  • Oracle Corporation
  • PIMCO

Coverage

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