u/ProcedureHopeful2944 ·
Reddit — r/investing
· 2026년 7월 24일, 18:23
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[Moody’s says ‘unprecedented’ AI spending threatens credit quality of Amazon, Meta, Alphabet and others](https://www.cnbc.com/2026/07/24/moodys-ai-spending-credit-quality-amazon-meta-alphabet.html)
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 the firms involved of course (this isn't specifically about them, just that the name caught my attention).
Q: Why/how was news around AI Capex spending by private credit so quiet until recently? Why wasn't more attention paid to this off-book financing when private credit was a daily news topic? And why did the private credit concerns fall out of the news feed? It just kinda went away..