$500M Mystery Seller: Who’s Dumping Data-Center Loans After AI Stock Crash?
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An unidentified seller is auctioning $500 million in data-center loans, including debt tied to the Stargate project, with bids due Nov. 19. The sale follows a sharp selloff in AI-related equities that has pressured valuations across the sector. The size of the offering makes it a key test of investor appetite for data-center credit, a market that has expanded rapidly alongside AI infrastructure spending. How the loans price will signal whether lenders see the AI buildout as overextended or merely consolidating. Traders will watch the Nov. 19 bid deadline and any follow-on sales for signs of broader stress in private credit tied to AI.
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Named in this story
Stargate, data center loans