Finance

Concrete, Silicon, & Leverage

AI data center buildouts will require an estimated $4t in debt financing over the next five years. Here is how that credit demand compares as a percentage of global debt markets.

Concrete, Silicon, & Leverage

The Other Leverage in Software & AI

UBS estimates 35% of BDC portfolios face AI disruption. Tuesday's 9% drop in Blue Owl, Ares, & KKR signals investors are repricing risk.

The Other Leverage in Software & AI

Private Equity : The New Distribution Channel for AI Startups

AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.

Private Equity : The New Distribution Channel for AI Startups