US data center-related debt has ballooned to at least $1.3 trillion as of mid-2026. The top 15 lenders hold roughly $196 billion in exposure, with TD Bank leading at $26.8 billion. Lenders are grappling with insurmountable insurance gaps: Meta’s Hyperion campus, budgeted at $30 billion, secured only $4 billion in coverage. In Q1 2026, at least 75 major projects collectively valued at over $130 billion were delayed or scrapped due to local community opposition. JPMorgan Chase is exploring synthetic risk transfers to manage its growing exposure.
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