Private credit exposure to AI-disrupted software closer to 7%, not 20%: Partners Group
Corroborated by 4 sources from 4 publishers
TL;DR
While she sees disruption risks for software companies, Amoroso argues general-purpose AI still lacks the moat needed to fully displace the industry, suggesting investors may need to recalibrate rather than retreat from their exposure. 07:05 39 minutes ago Private Equity Investment Surge Sends U.S. Data Center Deals To 5-Year High.
Sources
1
Financial Times Companies
https://www.ft.com/content/a3409d5d-4e75-4a3b-9f4d-6791c0118c2b
2
CNBC 100004038
https://www.cnbc.com/video/2026/05/13/private-credit-exposure-to-ai-disrupted-software-closer-to-7-percent-not-20-percent-partners-group.html
3
Seeking Alpha Market News
https://seekingalpha.com/article/4903628-private-equity-investment-surge-sends-us-data-center-deals-to-5-year-high?source=feed_all_articles
4
Bloomberg Industries
https://www.bloomberg.com/news/articles/2026-05-13/private-credit-retail-fraud-top-sec-s-enforcement-priority-list