Blue Owl’s Stack Eyes $6 Billion Loan as Selloff Hits AI Sector
THE SO WHAT
A $6B loan for Stack Infrastructure during an AI equity selloff shows debt markets are still willing to underwrite long-lived data center assets—but they’re testing sentiment. If you’re planning large-scale AI infra, lock in financing terms before risk premiums widen further on anything labeled “AI-related.”
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Jensen Huang couldn't get TSMC to return his calls. Then its founder called.
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