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Carlyle Warns Private Credit’s AI Push Raises Concentration Risk

Source: Bloomberg

Artificial IntelligencePrivate Markets & VentureCredit & Bond MarketsBanking & Liquidity

Carlyle Group warned that private-credit lenders rapidly financing the AI infrastructure buildout could develop concentrated exposures similar to those that have troubled lenders heavily exposed to software companies. The warning highlights credit-quality and portfolio-diversification risks in private lending tied to the AI investment cycle.

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