BUSINESSglobal
AI Hyperscalers’ Shadow Borrowing Bolsters Private Credit Risks
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Updated 2 hours ago
First seen March 17, 2026 11:45:37Stay on top of this story
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Quick Summary
Investment in AI infrastructure via off-balance sheet debt is increasing the exposure of insurers and private credit funds to hyperscalers, according to officials at the Bank for International Settlements. “Alongside traditional bonds, hyperscalers have turned to off‑balance sheet arrangements to …