Sam Badawi(@Sam_Badawi):SMBC is reportedly exploring a significant risk transfer on two data center loan portfolios of roughly $1B and $2B, according to 9fin. It would shift potential losses to outside investors while SMBC keeps the loans, and no deal has been confirmed. SMBC helped arrange $18B in construction financing for Oracle $ORCL Project Jupiter, though nothing links those loans to this transfer.

Sam Badawi

@Sam_Badawi

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Sam Badawi@Sam_Badawi

2026.11.13 21:58

SMBC is reportedly exploring a significant risk transfer on two data center loan portfolios of roughly $1B and $2B, according to 9fin. It would shift potential losses to outside investors while SMBC keeps the loans, and no deal has been confirmed. SMBC helped arrange $18B in construction financing for Oracle $ORCL Project Jupiter, though nothing links those loans to this transfer.