Banks unable to deploy capital into high-yield data center infrastructure due to regulatory concentration limits

Banks are hitting regulatory concentration limits that prevent them from investing more capital into data center debt, forcing them to offload these assets to pension funds and alternative investors. This creates a capital allocation problem where banks lose access to attractive returns while data center operators struggle to secure traditional financing. Current banking regulations don't account for the explosive growth in AI and cloud infrastructure demand, leaving a funding gap that traditional debt markets can't efficiently fill.