BloombergNEF warns AI data centers of 2027 debt rate shock

Data center builders and AI developers may face surging borrowing costs as billions of dollars in debt matures in the coming years. According to a BloombergNEF report, refinancing $13.4 billion of maturing fixed-rate debt based on October 2026 Treasury yields would result in a 2.85 percentage-point interest rate surge, increasing expenses by at least $380 million. Open article →