Morgan Stanley ABS Strategist Carolyn Campbell on AI Data Center Financing

Morgan Stanley published a video interview on October 19, 2026, featuring Carolyn Campbell, the firm's Asset-Backed Securities (ABS) Strategist. The episode focuses on the specific impact of the current macro-financial environment on the expansion of artificial intelligence infrastructure, particularly the role played by changes in borrowing costs.

According to the official video description, Campbell explains how rising borrowing costs are currently slowing down the AI data center boom. She also analyzes which conditions or market dynamics could serve as key drivers for a potential rebound in financing activities for such projects.

For professional readers interested in the capital structure of the AI industry, debt financing channels, and the return cycles of infrastructure investments, this video offers an immediate perspective from a frontline strategist at a major investment bank. While a full transcript is not provided, the clear topic and speaker identity make it a valid resource entry point for understanding current bottlenecks and opportunities in AI financing.