Blackstone Tying Up $3 Billion AirTrunk Loan as Data Center Debt Binge Woes Grow
THE SO WHAT
A A$4.3B (~$3B) underwritten loan for a single Australian data center, even as lenders worry about AI infra debt, shows capital is still flowing—but scrutiny is shifting from chips to power, utilization, and offtake quality. If you’re planning large-scale AI infra, expect tighter covenants, more questions on long-term demand, and less tolerance for speculative builds.
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