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AI Summary
- Big Tech companies' dominance in equity markets parallels their growing influence in credit markets, with massive capital requirements for AI infrastructure and data centers financed through bonds and loans
- Private credit players like Apollo Global Management are increasingly funding the infrastructure buildout for AI, reshaping how transformational tech trends are financed beyond equity markets
- Rob Bittencourt from Apollo explains how the tech and AI investment story is playing out in credit markets and Apollo's strategic positioning in the opportunistic credit space