Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Banks Look to Offload AI Data Center Debt They Just Underwrote
· 6:27
Episode Banks Look to Offload AI Data Center Debt They Just Underwrote
JPMorgan, Morgan Stanley, SMBC and MUFG are exploring significant risk transfers on the AI data center loans they just underwrote. A $38 billion package tied to projects leased to Oracle has been stuck for more than six months, and some banks are willing to sell pieces at a discount. This analysis reads the case against the July 2007 precedent and argues that the systemic risk lies in the credit chain.
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