The AI debt boom does not augur well for investors
The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending
Related reading
Fund managers warn AI investment boom has gone too far
Bank of America survey shows a majority of investors think companies are spending too much on AI infrastructure
Investors seek protection from risk of AI debt bust
Trading in insurance-like products that protect against tech company defaults is booming
In the AI boom, not all capex is created equal
There are big differences in the level of risk and likely returns of Big Tech’s spending
Could AI help America out of its debt hole?
Some investors believe the technology’s productivity benefits will put the US on a better fiscal path
Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom
As investment rush accelerates, the winners will control inputs unlikely to be commoditised
Credit market hit with $200bn ‘flood’ of AI-related issuance
Jumbo debt sales to fund huge artificial intelligence capex threaten to store up new risks for investors