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Carlyle’s Thomas Says AI Financing Echoes Pre-Crisis Mortgages
Source: Bloomberg
Artificial IntelligenceCredit & Bond MarketsBanking & LiquidityInvestor Sentiment & Positioning
Carlyle Group's head of global research and investment strategy, Jason Thomas, warned that lenders' financing approach to data centers resembles the mortgage-credit model used before the financial crisis. The comparison raises concerns over underwriting standards and potential credit risks tied to the AI-driven data-center investment boom.
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