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Market Selloff and Rising Rates Test AI Data Centre Deal Boom
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CNBC TV18•15-10-2026, 20:54
Market Selloff and Rising Rates Test AI Data Centre Deal Boom
  • •A market selloff and rising interest rates are forcing companies in the AI infrastructure boom to delay fundraising plans or pay more for capital.
  • •Investors are shifting their focus from growth at any cost to quality, scrutinizing valuations, leverage, and execution risks of data-centre operators.
  • •Several high-profile listings, including Blackstone-backed AirTrunk, Nvidia-backed Firmus, and SoftBank-backed SB Energy, have been pulled or paused.
  • •Despite equity fundraising challenges, Asian data centre M&A and debt financing remain strong, reaching record levels this year.
  • •Major transactions are still moving ahead as investors increasingly differentiate between established wholesale operators and higher-risk neoclouds.
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Key Questions Answered

A market selloff and rising interest rates are forcing companies to delay fundraising or pay more as investors demand proof that they can absorb soaring computing-power and infrastructure costs while generating sufficient returns.

Listings for a Blackstone-backed AirTrunk REIT, Nvidia-backed Firmus, and SoftBank-backed SB Energy have either been pulled or paused due to weakening AI-related stocks and rising investor scrutiny over valuations and debt.

M&A involving Asian data centres is on track for a record year, reaching $21.3 billion as of Tuesday, while syndicated loans and bond issuance total $22.3 billion, even though equity capital market fundraising has declined to $5.4 billion.

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