Apollo's Torsten Slok says hyperscaler credit story hinges on operating cash flow tripling to $2 trillion

Apollo's chief economist Torsten Slok says the credit case for hyperscalers rests on one consensus assumption: that their operating cash flow triples from $600 billion to $2 trillion. He flags the assumption as the single point on which the credit story depends.

Detected & updated continuously · Source: Nebula