Speculative data center debt repackaged and sold to pension funds, echoing subprime bubble
churchkey · x · 2026-10-22
Per the Australian Financial Review, speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors — a structure described as eerily reminiscent of the subprime bubble, raising concerns that AI infrastructure exuberance is spreading risk across the broader financial system.
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