Equinix partners with Cisco (CSCO.O) and NVIDIA (NVDA.O) to deploy AI factories.

JP Morgan analysts say bond issuance to finance AI and data centers is likely to remain robust over the coming years. Loans currently cover about 85% of project costs on average; JP Morgan estimates AI-related spending will reach $5.5 trillion by 2030, roughly $4.1 trillion of which is expected to be debt-financed. Issuers are expected to tap capital markets in every country to meet growth financing needs. The bank adds that large tech "super-scale cloud service providers" have sufficient profitability that investors should remain comfortable even as issuance expands, and that these firms are borrowing heavily in part to preserve large cash buffers against potential economic deterioration and higher funding costs.

The State Administration for Market Regulation (SAMR) says China’s internet advertising industry has rapidly evolved into a data-driven, tech-enabled ecosystem but continues to face legacy problems (low creativity, hype-driven promotion) and new risks including AI misuse and excessive traffic chasing. SAMR issued a Notice on Deepening Internet Advertising Ecosystem Governance, formally advancing the concept of “internet advertising ecosystem governance” and setting five priorities: strengthen the regulatory framework, tighten platform responsibility, step up oversight of key areas, upgrade monitoring technology and enforcement capabilities, and reinforce value-oriented guidance.