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Bloomberg

CMBS Investors Push Back Against AI as ‘Luddite Trade’ Spreads

Thursday, August 6, 2026


Technology companies have increased borrowing to fund artificial intelligence investments, and commercial mortgage-backed securities investors are expressing concern about the debt exposure across markets of varying sizes.

Original reporting: https://www.bloomberg.com/news/articles/2026-08-06/cmbs-investors-push-back-against-ai-as-luddite-trade-spreads

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