Post by PIMCO

Name: The AI buildout is moving fast, and capital is chasing it just as quickly. That's when discipline ma
Uploaded: 2026-06-26T17:00:05.462Z
Channel: PIMCO
Description: The AI buildout is moving fast, and capital is chasing it just as quickly. That's when discipline matters most. Not every data center, chip supplier, or power project deserves financing on the same t

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The AI buildout is moving fast, and capital is chasing it just as quickly. That's when discipline matters most. Not every data center, chip supplier, or power project deserves financing on the same terms. Structure, counterparty quality, and asset durability are what separate real opportunities from the ones that just look exciting. Vineet Agrawal discusses how to stay selective as private capital floods into AI infrastructure. → https://pim.co/e08ef8

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