The SEC staff agreed data centre securitisation sits outside Dodd-Frank risk retention
THE SO WHAT
If SEC staff keeps treating AI data center securitizations as outside Dodd-Frank risk retention, $500B-scale infra financings like Nvidia’s can move faster and lean harder on structured credit. Infra-heavy AI builders should be talking to their banks now about off–balance sheet capital stacks, not just cloud pre-purchase deals.
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