Marsh Lobbies Fed to Cut Bank Capital Rules on AI-Backed Loans
As seen on the 24/7 Wall St. homepage on November 11, 2026.
Insurers have become gatekeepers of AI data-center credit, with Barclays alone shopping coverage on more than $10 billion of debt. Capital relief from the Fed would widen bank lending capacity for the whole buildout.
MARSH PUSHES FED TO EASE BANK CAPITAL RULES FOR AI LOANS Marsh ($MRSH) is lobbying US regulators to reduce capital requirements on bank loans protected by credit risk insurance, as AI data-center lending surges. Barclays is seeking insurance on over $10B in data-center debt,
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Marsh is pressing US regulators to lower the capital banks must hold against loans carrying credit risk insurance, just as financing demand for AI data centers accelerates.
Barclays is seeking insurance coverage on more than $10 billion in data-center debt, a sign of how large individual bank exposures have grown.
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Credit risk insurance shifts part of the default risk off a bank's balance sheet and onto the insurer. Lighter capital treatment for insured loans frees up lending capacity for the AI infrastructure buildout without breaching regulatory buffers.
A favorable Fed ruling expands the credit available to data-center developers at a time when the AI compute pipeline is already straining traditional financing channels.