AI infrastructure just produced a fresh plot twist, with SpaceX securing US$40b in GPU financing and steering it through a special purpose vehicle that keeps the debt off its books. That kind of money flowing into data centers can reshape which banks sit closest to the action. This piece walks through three global lenders from our screener that appear most exposed to this story, and why their positioning might matter for your portfolio. The three stocks featured below are just a sample, and the same screen surfaced 57 more large lenders with equally compelling AI and data-center financing stories that are not covered in this article.
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