According to @KobeissiLetter, US secured debt issuance tied to data centers is projected to reach a record $25.4 billion in 2025, a 112% jump from $12.0 billion in 2024 (source: @KobeissiLetter). Since 2022, data center debt issuance growth totals approximately 1,854% (source: @KobeissiLetter). Bank of America estimates roughly $49 billion of outstanding data center Asset-Backed Securities and Commercial Mortgage-Backed Securities, underscoring a sizable securitized credit base in this segment (source: Bank of America via @KobeissiLetter). The post attributes the surge to the AI investment boom, indicating elevated primary supply for data center-linked secured credit in 2025 that traders need to incorporate into pricing and spread monitoring (source: @KobeissiLetter).

According to EricBalchunas, BlackRock has filed for a Securitized Income Active ETF that includes ABS, MBS, CMO, CLO, and TBA. This move comes as Fidelity's similar ETF has reached $2.1 billion in assets under management, highlighting rapid growth potential in this sector.