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JPMorgan’s Mulvihill on AI Concentration Concerns

Bloomberg Technology Thursday 22 October 2026, 21:50 UTC 1 min read
Key Points

Oct 22nd, 2026 JPMorgan’s Mulvihill on AI Concentration Concerns Aaron Mulvihill, Global Alternative Strategist at JPMorgan Asset Management, said public and private markets are connected as investors reassess the financing risks of the AI and data-center buildout. Credit demand and originations have not slowed, he said, but lenders are becoming more selective: AI-related borrowing must offer returns that justify its cost. He speaks with Romaine Bostick on "The Close."

Oct 22nd, 2026 JPMorgan’s Mulvihill on AI Concentration Concerns Aaron Mulvihill, Global Alternative Strategist at JPMorgan Asset Management, said public and private markets are connected as investors reassess the financing risks of the AI and data-center buildout. Credit demand and originations have not slowed, he said, but lenders are becoming more selective: AI-related borrowing must offer returns that justify its cost. He speaks with Romaine Bostick on "The Close."
JPMorgan (ORG) Mulvihill (PERSON) AI Concentration Concerns (ORG) Aaron Mulvihill (PERSON) Global Alternative Strategist (ORG) JPMorgan Asset Management (ORG) AI (ORG) Romaine Bostick (PERSON)
Originally published by Bloomberg Technology Read original →

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