摩根士丹利固定收益团队：AI基础设施建设的融资、超大规模CDS、AVGO与NVDA备用交易 | 第322期

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Idea

July 31, 2026 06:23 PM GMT

Podcast | Morgan Stanley Tech Talk | North

America

Morgan Stanley & Co. LLC

Vishwas Patkar

Strategist

MS Fixed Income Team on

Financing the AI Infrastructure

Buildout, Hyperscale CDS,

AVGO & NVDA Backstop Deals

| Ep. 322

Carolyn L Campbell

Strategist

Lindsay A Tyler

Credit Analyst

Fixed Income Analysts Vishwas Patkar, Carolyn Campbell &

Lindsay Tyler address rising investor concerns about the ability

to finance a multi-trillion dollar AI infrastructure buildout. The

team covers hyperscaler CDS widening, ORCL recent ratings

downgrade, off-balance sheet chip-based financing, and AVGO &

NVDA backstop deals.

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TMT Credit Research: ORCL Credit: Up the Spending Scale, Down the Rating Scale

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