# How the AI Debt Supercycle Is Reshaping Credit Markets

Page: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/how-the-ai-debt-supercycle-is-reshaping-credit-markets
Text version: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/how-the-ai-debt-supercycle-is-reshaping-credit-markets.md
Podcast: [Disruptive Forces in Investing](https://stenobird.com/podcast/disruptive-forces-in-investing-558440)
Published: 2026-01-27T14:29:13+00:00
Episode link: https://disruptive.libsyn.com/how-the-ai-debt-supercycle-is-reshaping-credit-markets
Audio file: https://traffic.libsyn.com/clean/secure/disruptive/Disrtupive_Forces_-_Fixed_Income_and_AI_PASS3.mp3?dest-id=1167224
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JSON: https://stenobird.com/v1/public/podcasts/disruptive-forces-in-investing-558440/episodes/how-the-ai-debt-supercycle-is-reshaping-credit-markets
Duration seconds: 1510

## Resource

AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing structures, and rising political uncertainty around AI and energy use. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Ashok Bhatia, Neuberger's Chief Investment Officer and Global Head of Fixed Income, to unpack the AI financing boom and its implications for bond markets. Together, they discuss the surge in hyperscaler issuance, evolving structures, and how Neuberger's own investment teams are using AI to enhance research, portfolio construction, and day-to-day decision-making. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm…

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