AllNews - 2025: CONVERTIBLE BONDS, A STRATEGIC LEVER IN THE FINANCING OF AI INFRASTRUCTURE

Dugas

This Friday, October 24, AllNews published an article written by Pénélope DUGAS, Convertible Trader & Portfolio Manager at Ellipsis AM, highlighting the strategic role of convertible bonds in financing artificial intelligence infrastructure.

"From the infrastructure itself to energy requirements, many players want to position themselves and grab a share of the huge data center market."


Extract: 

"Already at the heart of previous industrial and technological revolutions, convertible bonds are once again establishing themselves as a key financing tool for many players involved in building the beating heart of artificial intelligence: data centers." [Only in French]


Disclaimer: The information relating to the instruments or issuers mentioned in this article is for illustrative purposes only and does not constitute a buy or sell investment recommendation. At the time of publication of this article, the portfolios managed by Ellipsis AM may or may not be exposed to the issuers mentioned and the issuers may no longer be present in the portfolio at a later date. Future management decisions are not constrained by the statements and analyses reported and may even go in the opposite direction.