Fund Managers Name AI Hyperscaler Capex the Top Systemic Credit Risk
SuB8u · x · 2026-10-17
Citing BofA's October 2026 Global Fund Manager Survey, the FT piece "The dress rehearsal for an AI reckoning" shows 38% of fund managers pick AI hyperscaler capex as the most likely source of a systemic credit event—well above government debt (30%) and private credit (27%). "The easy money has been made, and now investors are asking tougher questions."
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