Defi
AI Chip Financing Raises Questions About Private Credit Risk
TokenPost·October 14, 2026·1 min read
A $35 billion chip-financing deal tied to Anthropic exceeded second-quarter direct lending to U.S. private equity-backed companies. AI loan spreads barely surpassed those for other private loans, raising questions about private credit risk. The deal's size and pricing signal potential mispricing in AI-related lending.
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