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Private Credit Pulse

Private Credit Pulse Newsletter about the Private Credit Market

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Substack
PricingFreemiumPublishesWeekly
Issues32Foundeda year agoLast Issue6 days ago
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Latest Issues

NVIDIA Just Turned GPUs Into an Asset Class

On Sunday, NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build compute financing platforms, targeting more than $500 billion of third-party capital for AI infrastructure. Jensen Huang...

6 days ago
15

Who Owns the Robot That "Replaces" You?

Not you. Usually not even your employer. I spent three weeks reading robot lease agreements, and the answer is a leasing company you’ve never heard of, a lender with a claim on the payments, and a software licence that can be switched off....

13 days ago
10

Private Credit Learns to Fly ✈️

Private credit will lend against anything - aircraft engines on a 15-year tenor were always the classic example. But something changed in the last eighteen months. While everyone watched AI data centers, Apollo, Blackstone, KKR, and Castlel...

a month ago
25
4

Family Offices Are Replacing Banks

A real structural shift - just smaller, and more bounded, than the headline says

Here’s a sentence you’ll read a lot in 2026: family offices are replacing banks. It’s the kind of line that sounds profound at a conference and dissolves the...

a month ago
10
Paid

The Rise of Defense Credit

Private credit will lend against anything. Aircraft engines. Football clubs. Dermatology roll-ups in Tampa. We’ve said that before. Here’s the one we didn’t see coming: attritable drones built to be shot down, rare-earth magnet factories, a...

2 months ago
21
5

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