Technology
Funding $1 Trillion AI Capex May Expand Bond Supply, Robeco Says
Key Points
A roughly $1 trillion wave of capital spending tied to artificial intelligence could add to bond supply and keep fixed-income markets volatile as hyperscalers race to fund infrastructure, according to the head of fixed income for Asia at Robeco.
A roughly $1 trillion wave of capital spending tied to artificial intelligence could add to bond supply and keep fixed-income markets volatile as hyperscalers race to fund infrastructure, according to the head of fixed income for Asia at Robeco.