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"The Reference Chart Of 2027": Definitive Snapshot Of The Entire AI/Data Center Debt Universe

Tyler Durden's Photo
by Tyler Durden
Authored...

One week ago we published a very in-depth article discussing the avalanche of (mostly investment grade but also junk, leveraged loan and off-balance sheet/SPV) debt supply both this year and in 2027 as well as beyond. The take home: with $568 billion in debt issued so far this year to fund the AI bubble...

Current exposure of CLOs to data center / GPU financing term loans