Wall Street players underwriting this colossal new asset class are looking to limit exposure
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The risks of investing $7tn in AI data centres
Companies are doubling down on AI spending, but investors are not sure how much they can stomach
Safety fears grow as companies focus on winning the race
McKinsey projects $7T in data center investment by 2030, with 75% financed through debt. Credit spreads are widening as AI…
Pressure is on consulting giants as companies demand savings
The bond market has the money to fund the AI boom, but its own diversification rules could make borrowing harder than expected…
About 34% of global fund managers now cite AI hyperscaler spending as the most likely source of a future systemic credit event
