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Which side of the AI ​​industry are you on? Credit investors are undecided

Which side of the AI ​​industry are you on? Credit investors are undecided

By Pete Robinson
Publication Date: 2026-02-21 18:00:00

Credit investors now face a new question: How is the artificial intelligence revolution changing risks and opportunities?

In the coming years, a determining factor in credit market outcomes will be which side of the AI ​​trade one is on. Equity investors have been grappling with this reality for some time, but bond investors have largely been able to observe developments from a distance. Until now.

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