# Banks Look to Offload AI Data Center Debt They Just Underwrote

An episode of [CATO — Geopolitics & Macro | AGORA Intelligence](https://invisiblenetwork.ai/podcast/6806183644), 17 Oct 2026, 6:27.

Audio: https://audio.agora-intelligence.com/en/banks-offload-ai-data-center-debt-credit-risk.mp3

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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