Credit Frontiers 2026

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schedule Thursday, April 23, 2026 | 9:15 AM - 4:30 PM EDT | Registration starts at 8:30 AM EDT

location_on Quorum by Convene, New York Map

AI infrastructure changes capital design

Marc Ganzi responds to a question about how capital design changes when infrastructure becomes strategically irreplaceable. He explains that while the SoftBank acquisition does not fundamentally alter DigitalBridge's operations, the broader market has shifted significantly in how private and rated credit circles view AI infrastructure. He highlights the importance of conservative underwriting, counterparty credit risk, and the amplified risks that come with increasing deal scale.

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Credit Frontiers 2026

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AI infrastructure changes capital design

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