invest1 publisher
A Columbia estimate puts $800 billion of bank credit behind the AI buildout
Stijn Van Nieuwerburgh's $800 billion adds up mortgages, syndicated loans and project debt across AI's physical infrastructure, and he says loans going bad there would cut what banks can lend everyone else.
Publishers:americanbanker.com
Reality
- Evidence52
- Adoption35
- Hype gap+18
- Incentives45
- Confidence50