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Investors Warned to Scrutinize the Fine Print on Bonds Funding AI's $5.8 Trillion Data-Center Build-Out

  • Infra & Chips
  • Finance

A surge in asset-backed and commercial-mortgage bonds funding the industry's roughly $5.8 trillion data-center spending spree is drawing fresh caution from analysts, who urge investors to read the fine print before chasing the sector's higher yields. The debate centers on whether securitized debt tied to AI infrastructure carries risks that headline ratings and coupons do not fully capture.

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