The Big OneSEA Desk
DBS CEO says repricing of AI financing risk is healthy
DBS CEO Tan Su Shan said investors are demanding higher returns and examining financing structures more closely, and she described the repricing as healthy. DBS has originated approximately S$25 billion in AI-related financing deals so far this year. Most of it supports hardware infrastructure, including semiconductors, memory chips and data centres.
NoteFor lenders, the practical point is her warning that financially weaker companies could face credit rating downgrades as markets reassess their AI exposure.
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