The Booming AI Capex Cycle – Risk and Reward Across the Capital Structure: BI Replay

The rapid adoption of generative AI is fueling a new wave of hyperscale data center investment, with capital spending almost doubling over the past year and expected to rise further. As demand accelerates, companies like Meta and Oracle are increasingly turning to off-balance-sheet and private debt financing to support their expanding AI infrastructure. Join Bloomberg Intelligence’s Senior Technology Analyst Mandeep Singh, Senior Credit Analyst Robert Schiffman, and Fitch Rating’s Credit Analyst Jason Pompeii for an in-depth discussion on the trajectory of hyperscale AI capital spending and the evolving role of both public and private debt markets in funding the next stage of this capex boom.