PIMCO, Goldman, Barclays discuss who finances AI's next investment cycle
At Bloomberg's Future of Fixed Income 2026 conference in New York, PIMCO's Lotfi Karoui, Goldman Sachs' Amanda Lynam and Barclays' Brad Rogoff joined Bloomberg's Romaine Bostick to discuss how AI's large capital spending cycle will be financed and where risks and opportunities may emerge in credit markets. The panel did not disclose new financing figures or specific deals.
Why it matters: As AI capital spending keeps growing, how it gets financed could shape credit markets and the pace of AI infrastructure buildout.
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)
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