Matthew Misch

We are more concerned with AI disruption and the impact on the loan market in the near to medium term than we are on oversupply from the hyperscalers and potential for supply indigestion.

That, in my view, is a medium to longer term concern or no concern at all, to be candid.

We are more concerned with AI disruption and the impact on the loan market in the near to medium term than we are on oversupply from the hyperscalers and potential for supply indigestion.

That, in my view, is a medium to longer term concern or no concern at all, to be candid.