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Who Pays for AI: Financing the Next Investment Cycle

Bloomberg Technology Thursday 08 October 2026, 19:32 UTC 1 min read
Key Points

Oct 8th, 2026 Who Pays for AI: Financing the Next Investment Cycle AI is driving one of the largest capital spending cycles in decades, creating new questions around how that investment will be financed and where the risks and opportunities will emerge across credit markets. PIMCO’s Lotfi Karoui, Goldman Sachs’ Amanda Lynam and Barclays’ Brad Rogoff joined Bloomberg’s Romaine Bostick at the Bloomberg Future of Fixed Income 2026 conference in New York.

Oct 8th, 2026 Who Pays for AI: Financing the Next Investment Cycle AI is driving one of the largest capital spending cycles in decades, creating new questions around how that investment will be financed and where the risks and opportunities will emerge across credit markets. PIMCO’s Lotfi Karoui, Goldman Sachs’ Amanda Lynam and Barclays’ Brad Rogoff joined Bloomberg’s Romaine Bostick at the Bloomberg Future of Fixed Income 2026 conference in New York.
the Next Investment Cycle (ORG) the Next Investment Cycle AI (ORG) PIMCO (ORG) Lotfi Karoui (PERSON) Goldman Sachs (ORG) Amanda Lynam (PERSON) Barclays (ORG) Brad Rogoff (PERSON) Bloomberg (ORG) Romaine Bostick (PERSON) the Bloomberg Future of Fixed Income (ORG) New York (LOCATION)
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