David De Boltz
Managing Director in Technology Leveraged Finance Capital Markets, providing expertise on lending, leveraged finance dynamics, and AI infrastructure financing.
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Feb 3, 2026 • 21min
AI Risk and opportunity: The state of tech lending
Edward Byun, global head of technology ECM at J.P. Morgan, offers quick takes on software, IPO appetite and investor skepticism. David De Boltz, MD in Technology Leveraged Finance Capital Markets, explains lending shifts toward AI infrastructure and neoCloud financing. They discuss volatility in tech lending, the split between AI‑proof and AI‑risk names, and what drives demand across debt and equity markets.
