{
  "id": 13854874,
  "title": "‘The market has spoken’: DBS CEO Tan Su Shan says market is repricing AI financing risks",
  "url": "https://urgent.news/2026/10/12/the-market-has-spoken-dbs-ceo-tan-su-shan-says-market-is-repricing-ai",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-12T02:54:50.000Z",
  "source": {
    "name": "The Business Times - Companies & Markets",
    "slug": "the-business-times-companies-markets",
    "url": "https://www.businesstimes.com.sg/startups-tech/technology/market-has-spoken-dbs-ceo-tan-su-shan-says-market-repricing-ai-financing-risks"
  },
  "original_language": "en",
  "account": "DBS CEO Tan Su Shan has stated that the market is currently assessing and reevaluating the risks associated with investments in AI-related projects. In an interview with Bloomberg Television, Tan emphasized that the market is \"speaking\" and has begun to demand higher returns and more stringent structures for these financing arrangements. This shift in market perception is beneficial, as it ensures that the funds allocated to the AI capital expenditure ecosystem generate long-term returns that can be repaid to debt, bond, or equity holders, according to Tan.\n\nThe Singaporean bank, which is the largest in Southeast Asia, has originated approximately S$25 billion (US$20 billion) worth of AI deals so far in 2026, primarily acting as a lead manager on syndicated loans. Tan explained that a significant portion of these funds has been allocated to hardware investments, encompassing semiconductors, memory chips, and data centers. She highlighted that these financing efforts are mostly for hardware, from semiconductors and memory chips to data centres.\n\nAccording to Tan, weaker firms may see their credit ratings revised downward due to this reassessment of AI financing risks. However, she emphasized that this risk repricing is \"healthy\" as the market seeks to ensure that substantial financial commitments remain sustainable in the long run.",
  "summary": "She notes that weaker firms may see their credit ratings revised downwards",
  "key_points": [
    "DBS CEO Tan Su Shan says market reassessing AI financing risks",
    "Market demanding higher returns, stricter structures for AI financing",
    "DBS originated S$25 billion in AI deals, focusing on hardware investments"
  ],
  "editors_take": "Demanding higher returns and stricter structures for AI financing ensures long-term sustainability for hardware investments while potentially forcing weaker firms to face downward credit rating revisions.",
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}