AI 导读
Bloomberg 报道，Morgan Stanley 牵头的银行已搁置与 Anthropic 租赁的德州数据中心相关的 50亿至70亿美元垃圾债发行。起因是州长 Greg Abbott 在德州监管机构完成审计前冻结批准数据中心新增并网。目前 7 家银行已放款 142 亿美元的一年期贷款，每家约 20 亿美元敞口。
推荐理由
原文点出制约因素已从投资者需求转为电网审计，并给出债券搁置与银行敞口的具体数字，便于评估 AI 基建融资风险。
正文
Bloomberg: A state grid audit, not investor demand for AI, is now the binding constraint on refinancing Anthropic’s Texas compute campus.
Morgan Stanley-led banks have shelved a $5B to $7B junk-bond sale tied to an Anthropic-leased Texas data center.
The pause follows Governor Greg Abbott’s freeze on approving new grid connections for data centers until Texas regulators finish an audit.
That leaves 7 banks holding a $14.2B one-year loan they have already disbursed, each with roughly $2B at stake.
来源：Rohan Paul · x.com