Private Credit And The AI Boom

 

The largest private credit companies recently reported their 2 quarter 2026 results.

The main theme was that a large part of the private credit's industry raised funds go into financing artificial intelligence, AI data centers, energy companies powering data centers and infrastructure companies that build out the data center boom.

Artificial intelligence, AI centers are central for investors' interest. That is why the giants of the private credit industry invest in AI, out of fear of missing out on a market beating opportunity.

The tens of billions of USDs going from private credit firms' assets under management into AI data centers projects annually risk stoking a bubble, but for now they are providing excellent returns and are not threatening the private credit industry's returns.