Carlyle says private loans might go too far into AI as a $1 trillion funding surge approaches.

Oct 13, 2026, 5:19 PM ETOpinionRead the original at Benzinga

Neutral

Carlyle's research chief warned that AI lending could leave lenders with losses if borrowers fail, but said avoiding AI entirely would also be unreasonable. The story reports no losses or changed finances at Carlyle, so it does not change the company's outlook.

CG · Carlyle Group Inc

AI read · Neutral

The AI's read

For Carlyle, the warning points to possible risks for private credit lenders if AI borrowers fail and their equipment cannot cover debts. Thomas also said avoiding all AI lending would be unreasonable because some investments could pay off. The story reports no losses or change to Carlyle's own finances, so it does not change the company's outlook.

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