Blackstone’s Khaira says AI-buildout debt fears are overblown
He points to hyperscaler-backed data-center loans, CoreWeave debt near $50 billion, and wider credit spreads after September.
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- Mentions · 7d2
- Mentions · 30d2
- All mentions2
- First seenOct 19, 2026
- Last mentioned3d ago
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2 articles · newest firstExecutives expect a neocloud shakeout that could hit Nvidia sales
Only seven to ten providers may remain, while Nvidia's non-hyperscaler sales hit $40 billion in the July quarter.
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Appears with
- CoreWeaveorganization · 2
- Anthropicorganization · 1
- Lambdaorganization · 1
- Googleorganization · 1
- Nvidiavendor · 1
- Blackstoneorganization · 1
- Nscaleorganization · 1
- Crux AIorganization · 1
- Cirrascaleorganization · 1
- IRENorganization · 1
- BXN1product · 1
- Nebiusorganization · 1
- Odeproduct · 1
- Gartnerorganization · 1
- Microsoftorganization · 1
- Hellman & Friedmanorganization · 1
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