economy
February 25, 2026
Normally staid bond investors have a new biggest worry: An AI bubble
Investors expect a surge in bond issuance from hyperscalers, according to a new survey.
TL;DR
- An AI bubble is now the top risk for bond investors, up from previous concerns.
- Investors anticipate a significant increase in bond issuance from hyperscalers in 2024.
- Fears of AI-driven corporate obsolescence are less of a concern for credit investors compared to the AI bubble itself.
- Recent stock market declines have been linked to concerns about AI disruption across various sectors.
- Geopolitics and central bank policy errors are not major concerns for bond investors at present.
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