# Markets Mindset: Q1 2026 Leveraged Finance: A Deep Dive into Data Center Financing Page: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-leveraged-finance-a-deep-dive-into-data-center-financing Text version: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-leveraged-finance-a-deep-dive-into-data-center-financing.md Podcast: [Beyond The Obvious](https://stenobird.com/podcast/beyond-the-obvious-6984827) Published: 2026-01-21T15:53:07+00:00 Episode link: https://share.transistor.fm/s/a2746e60 Audio file: https://media.transistor.fm/a2746e60/7095d2f8.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q1-2026-leveraged-finance-a-deep-dive-into-data-center-financing Duration seconds: 827 ## Resource Leveraged finance markets experienced a meaningful pick up of activity in 2025 driven largely by continued high volumes of data center financings, including several of Mizuho’s recently lead deals. But as we enter 2026 with even more data center projects on the horizon, is the market equipped to meet demand for financing? In our latest episode of Markets Mindset, Mizuho’s Managing Director in Leveraged Finance, Jim Boland, is joined by Nicholas Brice, Head of Leveraged Finance Trading, and Rahul Shah, Head of Project Finance, for a discussion on how this year is shaping up in their markets and what lessons can be learned from 2025. Our guests offer their insights on the reception from high yield investors on the data center growth, discuss the opportunities and challenges around data center construction and share their thoughts on whether banks can cope with the volume of demand. Hear from our experts as they outline what to expect within leveraged finance markets throughout the coming year as new data center projects get the green light. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q1-2026-leveraged-finance-a-deep-dive-into-data-center-financing/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-leveraged-finance-a-deep-dive-into-data-center-financing.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.