Rohan Paul· @rohanpaul_ai · X·· 1 小时前AI 评分71
AI 导读
据 Bloomberg，Morgan Stanley 牵头的银行已搁置与 Anthropic 租赁的得州数据中心相关的 50亿至70亿美元垃圾债发行。起因是州长 Greg Abbott 在得州监管机构完成审计前冻结批准数据中心的新电网接入，目前电网审计而非投资者对 AI 的需求成为再融资的约束。7 家银行已放款的 142亿美元一年期贷款尚未再融资，每家约 20 亿美元敞口。
正文 · 原文
Bloomberg: A state grid audit, not investor demand for AI, is now the binding constraint on refinancing Anthropic’s Texas compute campus.
Morgan Stanley-led banks have shelved a $5B to $7B junk-bond sale tied to an Anthropic-leased Texas data center.
The pause follows Governor Greg Abbott’s freeze on approving new grid connections for data centers until Texas regulators finish an audit.
That leaves 7 banks holding a $14.2B one-year loan they have already disbursed, each with roughly $2B at stake.
来源：Rohan Paul · x.com