DBS CEO: Market Repricing Risks on AI Financing
THE SO WHAT
A major regional bank talking about repricing AI buildout risk means cheap capital for speculative AI infra and tooling is peaking — underwriting is shifting from “AI narrative” to cash-flow and asset backing. Operators should expect tighter terms, more covenants, and sharper scrutiny on AI-related capex assumptions in the next funding or credit conversation.
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