In Reply to: (link) Date Center debts, Deja Vu all over again? posted by SagoBob on October 17, 2026 at 15:18:21
He said it was a packaged bunch of loans that would pay me 9.5%. He said that major institutional investors were heavily involved, and the loans had a very small default rate.
I chose to pass for a variety of reasons. One is that a lot of these loans were for data center construction, and I am sceptical about how AI is going to make enough money to justify the massive investment.
There may be a couple of big winners. There could be a lot of big losers.
I still remember the Dot-Com crash.