Data Center / AI Lending Predictions
Browse Data Center / AI Lending market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
1 forecast 1 commentator 1 pending
1 forecast
Person Subject Forecast* Source Date Deadline** Outcome
Larry McDonald Data Center / AI Lending Data center financing will result in rising loan defaults as credit quality deteriorates, similar to the late 2006 dynamic in private credit The Julia La Roche Show 2026-09-08 2027-09-08 pending
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[37:46] the data center financing thing that you know you could really have a a lot of bad loans out there on the data center financing side because there's whenever you see people that are falling all over each over each other to to lend to any group, you know, bad and we saw this with private credit. Um that's why the default started to spike
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