Brookfield is named among lenders committed to AI infrastructure while a prominent peer warned such loans lack upside and carry resale risk.
Fortress's co-CEO warned credit lenders not to chase AI infrastructure deals and said lenders may not be paid for upside. Brookfield is named as a lender that committed billions, so this commentary reads as negative for its credit exposure.
Blackstone is listed as a lender into AI infrastructure while a peer said the extra pickup from such credit deals does not justify added risk.
KKR is named as committing billions to AI infrastructure while a peer warned good long-term trends do not always make good credit investments.
Blue Owl is listed among lenders funding AI infrastructure while a peer urged caution and said lenders should avoid FOMO when taking on such deals.
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