CMBS Deals with AI Exposure

Overview

This page lists the CMBS deals whose collateral pools include data centers or whose tenants include names recognized as leaders in the AI industry — tech giants, cloud and SaaS providers, software leaders, and chip manufacturers. It is read from tenant and collateral disclosure in deal documents and SEC filings using a metadata-first approach: it surfaces what the filings show, tied back to each deal. It is a starting map for exploration, not a risk score, a rating, or an exhaustive list.

Every deal below links to its own page — collateral, servicer, party list, and the SEC filings behind it. To check a specific fund or CUSIP's exposure to these themes (and pull it as JSON), use the AI & Data-Center Exposure Tool; for the theme definitions and the machine-readable endpoint, see the exposure hub.