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Some major lenders to the AI build-out are becoming more selective about data-centre loan deals, The Information reports. It names Société Générale and Sumitomo Mitsui Banking among the lenders, citing market volatility and rising yields as reasons to favour safer deals over more speculative ones.

Why it matters

That is a useful counterpoint to the rush to finance new AI infrastructure: access to capital may depend on which projects lenders consider sturdy enough to back. The report’s excerpt does not specify the deals involved or how far the lenders are pulling back.

Discuss: Should lenders tighten their standards for AI data-centre projects, even if that slows capacity growth, or does the sector need more financing to meet demand?

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