How The AI Debt Supercycle Is Reshaping Credit Markets

2026-01-28 06:45:00 ET

By Ashok Bhatia, CFA

Anu Rajakumar: Artificial intelligence isn't just a stock market story anymore. It's become one of the biggest borrowers in global bond markets, with an AI-driven financing wave sweeping through credit. How sustainable is this AI debt supercycle? What happens if the trillions earmarked for data centers, chips, and power infrastructure don't deliver the returns investors are banking on? How should fixed-income investors think about the risks and opportunities of AI alongside the broader outlook for bonds in 2026?...

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