Lender Exodus Accelerates
−1.3%
A meaningful group of lenders could step back after concluding the risk-adjusted return is unattractive at current AI data-center loan rates. This would not necessarily end Nvidia customer financing, but it would sharply reduce the scale and speed of the original $500B project.
What it moves
- Technology−2.0%
- Finance−0.7%
- Market volatility
- Riskier companies' borrowing costs
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