AI Capital Spending Could Expand Bond Supply and Increase Market Volatility

A projected $1 trillion in capital expenditure for artificial intelligence infrastructure could significantly increase bond supply and maintain volatility in fixed-income markets, according to Robeco.

19 Aug, 03:23 — 19 Aug, 03:23

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bloombergHigh14d ago

Funding $1 Trillion AI Capex May Expand Bond Supply, Robeco Says

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.

By Harry Suhartono

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AI Capital Spending Could Expand Bond Supply and Increase Market Volatility

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Funding $1 Trillion AI Capex May Expand Bond Supply, Robeco Says

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