NVIDIA's $500 billion compute push picks six incumbents
A first list of six asset managers puts AI infrastructure credit in the hands of balance-sheet incumbents.
Private Credit Daily feature reporting and analysis, newest first.
A first list of six asset managers puts AI infrastructure credit in the hands of balance-sheet incumbents.
Managers are resetting and securitizing seasoned direct-lending portfolios, and a retail ETF is providing the bid that makes the math work.
Palmer Square weighs a sale while BlackRock TCP sells half its BDC portfolio into a continuation vehicle.
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