EconomyWall Street turns AI’s huge electricity appetite into a $61 billion bond market
AI is making electricity a central cost and capacity constraint for data centers. Wall Street is packaging their rents, service fees, property and customer contracts into securitized debt, with outstanding data-center securitizations growing from about $4 billion in 2020 to $61 billion by July 2026.
Wall Street turns AI’s huge electricity appetite into a $61 billion bond market
Economy