‘The global data centre and AI build-out will be an extraordinary and sustained capital markets event’
Inside JPMorgan’s big data centre report
Inside JPMorgan’s big data centre report

With the data centre race in full swing, private capital is joining Big Tech in seeking to capture the rewards

Global lenders explore private deals and risk transfers to cut exposure to AI boom

Lack of sufficient cover means some investors are walking away from deals

Agencies rush to rate the debt of projects still under construction to reflect ‘astronomical growth’

The biggest groups splashing their cash may not make their money back, but will almost certainly live to tell the tale

Deal underscores how developers are turning to novel strategies to meet breakneck computing demand