Vantage Data Centers, backed by DigitalBridge and Silver Lake, is exploring an IPO or sale at a valuation near $100 billion, which would raise about $10 billion, according to Bloomberg. The company ha…
Stack Infrastructure, the data-centre arm of private-credit giant Blue Owl, is seeking a loan of about $5.9 billion, according to Bloomberg, in what would be one of the largest single financings fueli…
PIMCO group chief investment officer Dan Ivascyn secured favorable conditions for a $16 billion Oracle data center campus financing in Saline Township, Michigan, with PIMCO anchoring roughly $10 billi…
AI data-center debt has surpassed $500 billion, with $200 billion in private credit funds and $334 billion in 2026 issuance alone, but the risk resembles the 2001 telecom overbuild rather than the 200…
The five largest cloud builders—Microsoft, Amazon, Alphabet, Meta, and Oracle—have pledged a combined $725 billion in AI infrastructure spending for 2026, driving their collective free cash flow towar…
AI data center debt has become Wall Street's top credit risk, with 48% of fund managers in Bank of America's July Global Fund Manager Survey identifying hyperscaler capital expenditure as the most lik…
The Federal Reserve's June FOMC minutes show a sharp increase in mentions of AI, with the term appearing 21 times compared to 8 in April, as policymakers flagged AI-driven demand as a contributor to c…
Mutual funds are increasingly channeling private debt from AI data centers, with outstanding loans surpassing $200 billion and an additional $800 billion expected over two years. Companies like Meta, …