Militarised AI, private credit, and Iran war
By: Sial, Farwa and Chandrasekhar, C P
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Material type: 
BookPublisher: Economic & Political Weekly Description: 61(15), Apr 11, 2026: p.10-12.
In:
Economic & Political WeeklySummary: Private credit markets are showing signs of stress, with multiple major funds restricting withdrawals as investors struggle to exit illiquid holdings. The fears of investors are driven by the success of AI, which, while driven by enormous capital spending financed in part by private credit, is perceived as disrupting the pre-existing software landscape. These dynamics are increasingly tied to military demand, with the US government encouraging private capital to build defence-linked AI infrastructure. The war on Iran is amplifying these trends by accelerating a shift wherein AI investment becomes less market-driven and more concentrated around state-backed priorities.-Reproduced
https://www.epw.in/journal/2026/15/h-t-parekh-finance-column/militarised-ai-private-credit-and-iran-war.html
| Item type | Current location | Call number | Vol info | Status | Date due | Barcode |
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Articles
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Indian Institute of Public Administration | 61(15), Apr 11, 2026: p.10-12 | Available | AR138742 |
Private credit markets are showing signs of stress, with multiple major funds restricting withdrawals as investors struggle to exit illiquid holdings. The fears of investors are driven by the success of AI, which, while driven by enormous capital spending financed in part by private credit, is perceived as disrupting the pre-existing software landscape. These dynamics are increasingly tied to military demand, with the US government encouraging private capital to build defence-linked AI infrastructure. The war on Iran is amplifying these trends by accelerating a shift wherein AI investment becomes less market-driven and more concentrated around state-backed priorities.-Reproduced
https://www.epw.in/journal/2026/15/h-t-parekh-finance-column/militarised-ai-private-credit-and-iran-war.html
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