#asset-backed-infrastructure
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pravda.ua
Le Pen condemns Russia's hostile actions against France
Le Pen condemns Russia's hostile actions against France
Marine Le Pen and Jordan Bardella have condemned Russian intimidation and asset seizures and backed measures to protect France's infrastructure.
www.pravda.com.ua
September 19, 2026 at 4:58 PM
emptywheel.bsky.social
Oh.

www.quinnemanuel.com/the-firm/pub...
Data center debt has increasingly been repackaged and sold to a wider pool of investors through asset-backed securities (“ABS”) and commercial mortgage-backed securities (“CMBS”). Data center ABS were introduced in 2018 as a new instrument class linked to cash flows generated by data center financing and tenant leases. In the traditional model, data center operators such as Sabey Data Centers, Compass Datacenters, CyrusOne, and STACK Infrastructure transfer their real estate holdings and tenant lease receivables into a bankruptcy-remote SPV, which issues rated notes to investors in tranches of varying seniority and risk.[40] Data centers now account for 61 percent of the $79 billion market for digital infrastructure securitizations across both ABS and CMBS asset classes, and data-center-related CMBS issuance hit a high of $4.5 billion in 2025.[41] S&P Global has identified four principal approaches for rating data center financings: corporate finance, ABS, CMBS, and project finance.[42] More recently, a secondary securitization channel has emerged. Lenders who originated data center loans—including the private credit facilities described in Section A—have begun pooling those loans and selling tranches to asset managers and pension funds, spreading risk well beyond the original lending institutions.[43] This layering of securitization on top of already complex SPV and private credit structures creates a chain of exposure that extends from the technology company, through the SPV, to the private credit originator, through the securitization vehicle, and ultimately to the pension funds and asset managers holding the rated tranches.
March 30, 2026 at 2:07 PM
peark.es
Honestly the wildest thing about this is about half of it isn't funded by debt at all, just the massive cashflows that tech cos produce. And funding out of earnings means very little *existential* risk for those companies. Which sounds nuts but..
Hyperscalers will fund only half of the $2.9tn of future AI infrastructure Main financing paths for global data centre spend (2025-2028) Hyperscaler cashflow $1400bn Private credit via asset-based finance and debt funding of JVs $800bn Other Capital** $350bn Corporate debt $200bn Securitized credit* $150bn Source: Morgan Stanley Research • *Asset-backed securities, commercial mortgage-backed securities / ** Private equity, venture capital and sovereign wealth funds
August 19, 2025 at 10:26 AM
re-course.org
In 2021, the Asian Infrastructure Investment Bank (AIIB) launched its first investment in infrastructure asset-backed securities (IABS), intended to support “low-carbon and climate-resilient” infrastructure projects.

5 years later, are these instruments helping the renewable energy transition? 🧵
Square graphic card for Recourse's new fact sheet. Teal background, white and blue text. Heading "The AIIB’s Infrastructure Asset-Backed Securities: Helping, or hindering, the renewable energy transition?" Screenshot of fact sheet cover and Recourse's logo in the corner.
September 21, 2026 at 10:27 AM
japantimes.co.jp
Sumitomo Mitsui Banking is starting a bond distribution desk and a securitization business in Brazil as part of an expansion plan to become a meaningful player in the nation’s booming local debt capital markets.
Japan’s SMBC to expand in Brazil’s local bond capital markets
The Japanese bank plans to start structuring products such as asset-backed securities, hoping to capitalize on the growing market for infrastructure investments in Brazil.
www.japantimes.co.jp
April 8, 2025 at 3:05 AM
lizwebster.bsky.social
2024: Labour backed key post-Brexit deregulation eg

-weakening of Solvency II rules
-reforms to allow pension funds and asset managers to funnel more money into private equity, property, infrastructure, loosening rules that protect savers.

UK–US deal behind closed doors financial sector input.
July 29, 2025 at 9:00 AM
omnigaza.bsky.social
Côte d'Ivoire's Houphouët-Boigny Stadium shows creative infrastructure can pay

🌍 #OmniGaza #AfricanIntel
Côte d’Ivoire’s Houphouët-Boigny Stadium shows creative infrastructure can pay - African Business
The renovation of Abidjan’s Félix Houphouët-Boigny Stadium for the 2023 AFCON has created more than a world-class sporting venue. Backed by Afreximbank, the project shows how creative infrastructure can become a year-round commercial asset, generating jobs, supporting tourism and giving Côte d’Ivoire’s sports and entertainment industries a platform to grow.
african.business
September 30, 2026 at 9:30 AM
reuters.com
Australia's TPG Telecom to return $1.94 billion to shareholders after Vocus asset sale reut.rs/4m1vZhf
Australia's TPG Telecom to return $1.94 billion to shareholders after Vocus asset sale
Australia's TPG Telecom said on Tuesday it was planning to return A$3 billion ($1.94 billion) to shareholders from the cash proceeds of its recent sale of fibre and fixed network infrastructure assets to Macquarie-backed Vocus Group.
reut.rs
August 4, 2025 at 11:25 PM
ibishblog.bsky.social
I tell the Wall Street Journal that attacks on Lebanese Amana gas stations are designed to undercut “Hezbollah by both cutting off its revenue and straining its supporters.“ They’re owned and run by a supporter of the organization and many consider it a front or asset.
www.wsj.com/livecoverage...
Why Is Israel Blowing Up Gas Stations in Lebanon?
Israel’s military said it carried out a second wave of strikes targeting gas stations controlled by Hezbollah in Lebanon, escalating attacks on infrastructure it says is used by the Iran-backed milita...
www.wsj.com
March 24, 2026 at 6:38 PM
kanejim.bsky.social
Moody on private credit's shift toward AI/infrastructure (less buyout financing) and insurers gobbling it up.

www.moodys.com/research/Pri...
Private credit's center of gravity is shifting. Demand for private credit in the US and Europe is increasingly coming from investment-grade regulated networks, contracted infrastructure, AI compute and platform-level assets, moving away from smaller, sponsor-backed buyouts. Insurance companies are investing in more rated note feeders backed by hard assets. With private capital's expansion into asset-based financing (ABF), sponsor quality and effective governance will be key to mitigating risks arising from counterparty discretion. Joint ventures and asset-level financing can solve funding needs, but may reduce transparency. These structures can help companies monetize assets or fund large capital expenditure plans in capital-intensive sectors, including AI data center buildouts. However, they can also add organizational complexity, increase asset encumbrance, reduce transparency and introduce contingent liabilities that may not be fully visible in financial statements, making creditor risk harder to assess.
July 16, 2026 at 12:18 PM
coinstrending.bsky.social
coinstrending.com/ripple-usd-r...
Ripple USD (RLUSD) Launches Globally: Setting New Standards for Stablecoins - CoinsTrending
Ripple, a leading provider of digital asset infrastructure for financial institutions, has announced the global launch of its USD-backed stablecoin, Ripple USD (RLUSD). Starting December 17, 2024, RLU...
coinstrending.com
December 16, 2024 at 5:51 PM
lumidek.bsky.social
If you don't trust Macron, try Le Pen. She also complains about the theft of Russia based assets of European including French companies www.pravda.com.ua/eng/news/202...
Le Pen condemns Russia's hostile actions against France
Marine Le Pen and Jordan Bardella have condemned Russian intimidation and asset seizures and backed measures to protect France's infrastructure.
www.pravda.com.ua
September 19, 2026 at 7:11 PM
vaultlynews.bsky.social
Nvidia-Backed Firmus Grid Eyes A$7B ASX IPO, Igniting Tech and Infrastructure ETF Watch
Score 7/10 · Medium · 1 week
Nvidia-Backed Firmus Grid Eyes A$7B ASX IPO, Igniting Tech and Infrastructure ETF Watch
Score 7/10 · Impatto: Medium · Finestra: 1 week Asset: ASX, Technology ETFs, Infrastructure ETFs This potential A$7B IPO could signal shifts in capital allocation towards technology and infrastructure, influencing relevant ETF performance.
vaultly-omega.vercel.app
September 24, 2026 at 6:15 AM
naserv3.bsky.social
HCCM and CapiCoin Co, We are building the Largest Digital Commodities Derivatives using CapicoinX CNHX capicoin.io
#capicoinX #CNHX
CapiCoinX (CNHX) | Digital Finance Backed by the Real World
CNHX is an asset-backed digital finance project designed to connect gold and real-world assets with secure, transparent, and compliance-aware blockchain infrastructure.
capicoin.io
March 2, 2026 at 11:50 PM
sandpiperhouse.bsky.social
We're not allowed to own our utilities, infrastructure, or industries, but foreign investors/state-backed companies are allowed to come in, buy up and asset strip, and take on huge debts while extracting profit. Rinse and repeat ad nauseam.
December 20, 2024 at 8:26 AM
edzitron.com
Yet there's another, scarier bubble growing - the tens of billions of private equity money funneling into unprofitable AI data center sprawl that has yet to prove it has a business model. PE has very few true liquidity mechanisms for these investments.
www.wheresyoured.at/ai-is-a-money-trap/
Data Center Developers Aren’t Making Money On AI Either, And Big Tech’s Capex Is The Majority Of “AI Capex” Last week, the Wall Street Journal published one of the more worrying facts I’ve seen in the last two years: Investor and tech pundit Paul Kedrosky says that, as a percentage of gross domestic product, spending on AI infrastructure has already exceeded spending on telecom and internet infrastructure from the dot-com boom—and it’s still growing. He also argues that one explanation for the U.S. economy’s ongoing strength, despite tariffs, is that spending on IT infrastructure is so big that it’s acting as a sort of private-sector stimulus program.…Capex spending for AI contributed more to growth in the U.S. economy in the past two quarters than all of consumer spending, says Neil Dutta, head of economic research at Renaissance Macro Research, citing data from the Bureau of Economic Analysis. A global accounting of this infrastructure spending would be even bigger, as it would include capex from these companies’ most important partners. Foxconn has recently spent big building out factories for Apple in India, which just supplanted China as the source of the majority of U.S.-destined iPhones, according to Canalys. And the world’s largest chip manufacturer, TSMC, spent about $10 billion on capex in its most recent quarter. The massive buildout of data centers — and the associated physical gear like chips, servers, and raw materials for building them — has become a massive, dominant economic force…building capacity for an industry that is yet to prove it can make real revenues. And no, Microsoft talking about its Azure revenue in its last quarterly earnings for the first time is not the same thing, as it stopped explicitly stating their AI revenue in January (when it was $13 billion annualized). Another Wall Street Journal piece published a few days later discussed how data center development is souring the free cash flow for big tech, turning them from the kind of “asset-light” businesses that the markets love into entities burdened by physical real estate and their associated costs: For years, investors loved those companies because they were “asset-light.” They earned their profits on intangible assets such as intellectual property, software, and digital platforms with “network effects.” Users flocked to Facebook, Google, the iPhone, and Windows because other users did. Adding revenue required little in the way of more buildings and equipment, making them cash-generating machines. This can be seen in a metric called free cash flow, roughly defined as cash flow from operations minus capital expenditures. It excludes things such as noncash impairment charges that can distort net income. This is arguably the purest measure of a business’s underlying cash-generating potential. Amazon, for example, tells investors: “Our financial focus is on long-term, sustainable growth in free cash flow.” … From 2016 through 2023, free cash flow and net earnings of Alphabet, Amazon, Meta and Microsoft grew roughly in tandem. But since 2023, the two have diverged. The four companies’ combined net income is up 73%, to $91 billion, in the second quarter from two years earlier, while free cash flow is down 30% to $40 billion, according to FactSet data. Apple, a relative piker on capital spending, has also seen free cash flow lag behind. These numbers are all very scary, and I mean that sincerely, but they also fail to express why. How much was actually spent on AI capex in the US? One would think two different articles on this subject would include that number versus a single quarter’s worth, but from my estimates, I expect capital expenditures from the Magnificent Seven alone to crest $200 billion in the first half of 2025, with Axios estimating they’d spe… Most articles are drafting off of a blog from Paul Kedrosky, who estimates total AI capex would be somewhere in the region of $520 billion in total for the year, which felt conservative to me, so I did the smart thing and asked him. Kedrosky noted that these numbers focus entirely on the four big spenders — Microsoft, Google, Meta and Amazon, and his own estimated $312 billion capex, and the 1.2% number came from the assumption that the US GDP in 2025 will be around $28 trillion (which, I add, is significantly lower than other forecasts, which puts it closer to $30 trillion). Kedrosky, in his own words, was trying to be conservative, using public data and then building his analysis from there. I, personally, believe his estimate is too conservative — because it doesn’t factor in the capital expenditures from Oracle, which (along with Crusoe) is building the vast Abilene Texas data center for OpenAI, or any private data center developers sinking cash into AI capex. When I asked him to elaborate, he estimated that “...AI spend, all-in, was around half of 3.0% Q2 real GDP growth, so 2-3x the lower bound, given multipliers, debt, etc. it could be half of US GDP full-year GDP growth.” That’s so cool! Half of the US economy’s growth came from building data centers for generative AI, which has the combined revenue of a little more than the fucking smart watch industry in 2024. Another troubling point is that big tech doesn’t just buy data centers and then use them, but in many cases pays a construction company to build them, fills them with GPUs and then leases them from a company that runs them, meaning that they don’t have to personally staff up and maintain them. This creates an economic boom for construction companies in the short term, as well as lucrative contracts for ongoing support…as long as the company in question still wants them. While Microsoft or Amazon might use a data center and, indeed, act as if it owns it, ultimately somebody else is holding th… One such company is QTS, a data center developer that leases to both Amazon and Meta according to the New York Times, which was acquired by Blackstone in 2021 for $10 billion. Since then, Blackstone has used commercial mortgage-backed securities — I know! — to raise over $8.7 billion since then to sink into QTS’ expansion, and as of mid-July said it’d be investing $25 billion in AI data centers and energy. Blackstone, according to the New York Times, sees “strong demand from tech companies,” who are apparently “willing to sign what they describe as airtight leases for 15 to 20 years to rent out data center space.” Yet the Times also names another problem — the “unanswered question” of how these private equity firms actually exit these situations. Blackstone, KKR and other asset management firms do not buy companies with the intention of syphoning off revenue, but to pump them up and sell them to another company. Much like AI startups, it isn’t obvious who would buy QTS at what I imagine would be a $25 billion or $30 billion valuation, meaning that Blackstone would have to take them public. Similarly, KKR’s supposed $50 billion partnership with investment firm Energy Capital partners to build data centers and their associated utilities does not appear to have much of an exit plan either. And let’s not forget Oracle, OpenAI, and Crusoe’s abominable mess in Abilene Texas, where Oracle is paying for the $40 billion of GPUs and Crusoe is spending $15 billion raised from Blue Owl Capital and Primary Digital infrastructure to build data centers for OpenAI, a company that loses billions of dollars a year. Why? So that OpenAI can, allegedly starting in 2028, pay Oracle $30 billion a year for compute, and yes, I am being fully serious. To be clear, OpenAI, by my estimates, has only made around $5.26 billion this year (and will have trouble hitting its $12.7 billion revenue projection for 2025), and will likely lose more than $10 billion to do so.
August 6, 2025 at 8:35 PM
buckstopsocial.bsky.social
Modelling, Risk & Recovery Insights about Residual Value in Energy | Buckstop

What is residual value in energy infrastructure? Learn how recovery value is modeled, why depreciation curves fail, and how lenders, insurers, & investors can avoid capital misalignment.

www.buckstop.com/blogs/pricin...
Pricing Energy Asset Residual Value Beyond Spreadsheets | Buckstop
Spreadsheets can’t accurately price energy asset residual value. See how transaction-backed valuation improves underwriting, capital efficiency, and recovery. Learn more.
www.buckstop.com
March 26, 2026 at 1:36 PM
richbycoin.bsky.social
Spacecoin and WLFI Partner to Drive Satellite-Backed DeFi and Real-World Asset Tokenization

Spacecoin and World Liberty Financial announce a strategic partnership to fuse USD1 stability with satellite-based infrastructure for real-world asset tokenization and DeFi innovation.
Spacecoin and WLFI Partner to Drive Satellite-Backed DeFi and Real-World Asset Tokenization
Spacecoin and World Liberty Financial announce a strategic partnership to fuse USD1 stability with satellite-based infrastructure for real-world asset tokenization and DeFi innovation.
richbycoin.com
January 23, 2026 at 4:27 AM
cryptovka-news.bsky.social
Redbelly & AMAL Trustees are modernizing asset markets with onchain tokenization. Initiatives include Project Acacia w/ Reserve Bank of Australia for tokenized asset-backed securities. Redbelly's infrastructure supports 97k+ TPS. 🏦 #Tokenization #DeFi #InstitutionalFinance
Cryptovka
CryptoMarket and Blockchain News
cryptovka.ru
December 18, 2025 at 4:25 PM
bengoldsborough.bsky.social
🚨 South Norfolk House is under threat — and we must act.

Long Stratton needs community infrastructure. I've backed local efforts to save the building.

✍️ Sign the petition: www.change.org/p/save-south-norfolk-house
📧 Object via www.longstrattoncouncil.info

youtu.be/jSdobUKbt-8?...
Save South Norfolk House — A Vital Community Asset for Long Stratton
YouTube video by Ben Goldsborough MP for South Norfolk
youtu.be
July 3, 2025 at 5:10 PM
rwatimes.bsky.social
➤ Flowra and Korea Gold Exchange Digital Asset (KorDA) have signed an MOU to explore using gold-backed digital assets (KGLD) as collateral for Solana validator infrastructure.
September 4, 2026 at 8:53 AM
instinvst.bsky.social
Issuance of securitized bonds backed by data centers is projected to surge from $2.6 billion in 2020 to over $14 billion annually by 2026, presenting asset managers a new avenue for accessing technology infrastructure. www.institutionalinvestor.com/article/data...
Data Center Asset-Backed Securities Are the Latest AI Pitch
Issuance of securitized bonds backed by data centers has grown rapidly in recent years as developers turn to the structure to finance the infrastructure underpinning artificial intelligence. A Charles...
www.institutionalinvestor.com
March 30, 2026 at 1:59 PM
cryptonews-poster.bsky.social
VCI Global ($VCIG) partners with digital asset holders in a $2B JV to build sovereign-grade crypto infrastructure, backed by 18,000 BTC (~$2.16B). VCI Global (70% stake) will focus on commercialization & infrastructure, driving crypto institutionalization & tokenization.

#crypto #blockchain #news
August 19, 2025 at 1:07 PM
rwatimes.bsky.social
RQD Clearing Secures $74M To Build Digital Asset Infrastructure
Aug 27 2026 16:00 UTC
RQD Clearing raises $74M to expand into digital assets, custody, and tokenization, backed by Bain Capital Tech Opportunities.
#rqd-clearing #digital-assets #tokenization #custody #bain-capital #fintech
RQD Clearing Secures $74M To Build Digital Asset Infrastructure
August 27, 2026 at 11:34 PM