AllianceBernstein fixed-income senior investment strategist Thierry Taglione said calls to slow AI development are unlikely to stop large tech firms from pursuing financing and capex. Speaking on financing by hyperscale cloud providers and data center operators, he called them long-term funding plans — "we're talking about 10 years and beyond" — and said recent headlines will not derail investment. The remarks follow OpenAI's call to slow development of its most advanced models over safety conce

AllianceBernstein fixed-income senior investment strategist Thierry Taglione said calls to slow AI development are unlikely to stop large tech firms from pursuing financing and capex. Speaking on financing by hyperscale cloud providers and data center operators, he called them long-term funding plans — "we're talking about 10 years and beyond" — and said recent headlines will not derail investment. The remarks follow OpenAI's call to slow development of its most advanced models over safety concerns; the sector has seen valuation pullbacks and rising investor concern over credit risk and whether AI infrastructure capex will deliver adequate returns.