Why Australian Investor Isn't Betting on Data Centers, AI
THE SO WHAT
When a private credit shop like Revolution Asset Management explicitly avoids data centers and AI, it’s a reminder that not all capital is chasing the same narrative—cash-flow visibility still beats thematic excitement for many lenders. If you’re building in AI infra, expect a bifurcated market: equity and structured capital may be available, but conservative debt will demand contracted revenue, not just ‘AI tailwind’ decks.
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