How Asset-Based Finance Is Powering the AI Infrastructure Boom
About this episode
The episode discusses how asset-based finance is supporting the booming AI infrastructure market driven by hyperscalers.
Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contracts rather than picking technology winners. On this episode of Disruptive Forces, host Anu Rajakumar speaks with Sean Hinze of Neuberger's Specialty Finance team. Together, they discuss: Why hyperscalers prefer off-balance-sheet financing and what that means for private credit How to underwrite GPU deals when chip technology evolves every two years Why power is the new bottleneck — and what a 68-gigawatt US shortfall means for lenders Where the strongest relative value sits today across chips, power equipment, and fiber How to separate hype from opportunity in a crowded space This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This…
More episodes of Disruptive Forces in Investing
- Mid-Year Scorecard: Assessing Our Solving For 2026 Calls
- Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
Explore listener stats, chart rankings, contacts and more on the Disruptive Forces in Investing podcast page.