BlockBeats News, February 24th, a survey by Bank of America showed that the first appearance of an "AI Bubble" has become the top concern for credit investors.
In the survey, 23% of investment-grade respondents listed AI overvaluation as the top risk, up from 9% in December last year, surpassing traditional credit and trade-related concerns. Although AI-driven corporate obsolescence risk remains low (10%), investors have raised their forecast for bond issuances by large cloud computing companies to $285 billion by 2026. Expected fund inflows are expected to offset potential bond softness, even in the presence of AI-related market risks.
Note: Credit investors refer to individuals or institutions specializing in debt instruments, primarily earning interest income through the purchase of bonds, loans, or other fixed-income securities.