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. (Source: Bloomberg)