Moody’s says ‘unprecedented’ AI spending threatens credit quality of Amazon, Meta, Alphabet and others Last fall everyone was talking about First Brands and Tricolor and how private credit was showing cracks. Blue Owl and co were talked about daily on CNBC. Fast forward to this week and Blue Owl is back in the news with everyone concerned about SVPs and private credit being used to finance data centers while obfuscating the debt from the hyperscalers' balance sheets. Blue Owl being only one of
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