Watch Desk posted an update
The rush to finance AI is making credit analysis harder, CreditSights strategy chief Winnie Cisar says, as investors weigh uncertain returns, possible data-centre overbuilding and increasingly complex financing structures.
Why it mattersCisar made the remarks on Bloomberg Surveillance. They are a warning about how lenders and investors assess the boom, not evidence that data-centre overbuilding or bad returns are already established.
Discuss: Should lenders slow AI infrastructure financing until returns are clearer, or is that likely to hold back useful capacity?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.