Oak Hill CEO: Irrational Selling in the Credit Market
THE SO WHAT
If a major credit shop has to clarify that a headline “AI infrastructure” move is actually real-asset lending, it shows how quickly anything touching power, land, or data centers is getting relabeled as AI exposure. For operators, that means cheaper capital may be available if you can credibly tie your project to the AI infra narrative—just be precise about what risk you’re actually taking.
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