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JPMorgan is closely tracking its exposure to AI investment, chief financial officer Jeremy Barnum says, as the industry’s infrastructure build-out demands more capital. The Information reports that Barnum said lenders need to monitor both direct and indirect exposure to that spending.
Why it mattersIt is a useful glimpse of how the AI boom looks from the other side of the financing desk: not just a race to fund data centres, but a risk banks are watching too.
Discuss: Should banks treat AI infrastructure lending as a distinct risk, or is it best assessed alongside their wider exposure to technology companies?
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