AnalysisBusinessOctober 1, 2026

Carlyle warns private credit's AI buildout push raises concentration risk

Read original source →bloomberg.com

Carlyle Group warns private credit firms rushing to finance the AI buildout risk the same concentration problems that have hit lenders exposed to software companies. Carlyle's Lauren Basmadjian said data centers are an emerging source of loan supply as the loan market moves toward equilibrium.

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