[Analysis: US Tech Giants Expected to Maintain Existing AI Investment Plans in the Short Term] Odaily Planet Daily reports that the Democratic Party's clear victory in the election has led to market expectations of increased US regulation of the artificial intelligence (AI) industry and data center construction. However, Michael Krawvit, an economist and portfolio manager at ICM Investment Bank, stated in a report that a genuine shift in US AI policy seems unlikely; therefore, hyperscale cloud service providers are expected to maintain their existing investment plans for the time being. Krawvit pointed out that hyperscale cloud service providers are a significant source of long-term bond supply. Influenced by this issuance trend, US tech giants have become a unique issuer group in the investment-grade bond market over the past two years. For this group, the traditional market correlation between credit ratings and bond spreads applies only to a limited extent. (Sina Finance)