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AI lending rules loosened despite bubble fears
['Tom Saunders', 'Tue', 'August At Pm Bst', 'Min Read']
Yahoo Finance - Business Finance, Stock Market, Quotes, News
AI data centres will be exempt from strict financial crisis-era lending rules despite fears regarding the sector's debt-fuelled spending.
This is despite Jensen Huang, the boss of Nvidia, regularly describing data centres as an "investable asset class".
The change comes amid a significant surge in data centre lending, which has raised fears about mounting debts.
Data centre securitisation issuance could reach $30bn (£23bn) to $40bn a year, according to JP Morgan, up from about $27bn in 2025.
In contrast, Morgan Stanley expects $250bn to $300bn of total AI debt issuance in 2026, which includes normal bonds.