← Back to live feed1 story
Mitsubishi UFJ Financial Group and Sumitomo Mitsui Banking Corp are reducing their involvement in large AI data center loans as the market tightens, with new projects facing higher borrowing costs and stricter lender requirements. Bank of America warned that easy funding for AI capital expenditure is ending, while US lawmakers monitor the roughly $180 billion in infrastructure debt linked to companies like Nvidia and Broadcom.
Sign in to suggest edits
Key sources
- SOURCE@theinformation“Financing the AI data center boom is getting more expensive as bond investors demand bigger concessions”x.com
- SUPPORT@edzitron“SMBC and MUFJ, who have been in effectively every large deal - Stargate, CoreWeave, etc - are now "stepping back."”x.com
- SUPPORT@edzitron“Out of 25 big data center deals done in 2025, MUFG/MUFJ was in 15 of them and SMBC was in 7”x.com
- SOURCE@scottmelker“BANK OF AMERICA SAYS THE "EASY MONEY" FROM BETTING ON AI CAPEX OVER CONSUMER SPENDING IS GETTING HARDER TO MAKE”x.com
- SUPPORT@punchbowlnews“Lawmakers see risk building up in the financial system tied to the AI buildout”x.com
- SUPPORT@brendanpedersen“the potential for AI investment to pose systemic risks to the wider financial system”x.com
- SUPPORT@rdd147“$NVDA and $AVGO are at $180 billion of backed debt on infrastructure that underwent 1000% inflation in 3 years”x.com
- SOURCEhuggingnewshuggingnews.com