{"id":301568,"date":"2026-02-25T14:23:22","date_gmt":"2026-02-25T14:23:22","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/301568\/"},"modified":"2026-02-25T14:23:22","modified_gmt":"2026-02-25T14:23:22","slug":"ai-bubble-overtakes-geopolitics-as-top-concern-for-credit-investors-bofa-survey-finds","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/301568\/","title":{"rendered":"AI bubble overtakes geopolitics as top concern for credit investors, BofA survey finds"},"content":{"rendered":"

The risk of an artificial intelligence bubble has, for the first time, become the top concern among credit investors, overshadowing geopolitical worries, according to a Bank of America (BofA) survey.<\/p>\n

In a February survey of investment-grade clients who buy and sell debt, 23 per cent said the threat of an AI bubble was now their top concern, up from 9 per cent in December, according to BofA strategists Barnaby Martin and Ioannis Angelakis and analyst Mohit Agarwalla.<\/p>\n

\u201c[An] AI bubble is now seen as the No 1 investor risk for the first time ever,\u201d they said in a survey report issued on Tuesday.<\/p>\n

In a weighted average of polled expectations, the investors said hyperscalers \u2013 mega-cap cloud and data centre operators such as Amazon and Meta Platforms \u2013 would issue about US$285 billion in new debt to fund their AI expansions this year, a 36 per cent increase from the US$210 billion estimated two months prior.<\/p>\n

Almost 30 per cent of the February respondents gave an estimate of US$300 billion or higher for the figure, up from 6 per cent in December.<\/p>\n

Worries over excessive AI investments and valuations have overtaken concerns about credit markets being overpriced and geopolitics, the survey showed.<\/p>\n

\"OpenAIOpenAI CEO Sam Altman speaks during the Snowflake Summit in San Francisco on June 2, 2025. Photo: Getty Images\/TNS<\/p>\n","protected":false},"excerpt":{"rendered":"The risk of an artificial intelligence bubble has, for the first time, become the top concern among credit…\n","protected":false},"author":2,"featured_media":301569,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,67611,414,363,364,3361,165510,165509,2175,3742,4431,165511,898,165512,10992,111,139,69,620,1657,139075,145],"class_list":["post-301568","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-bubble","tag-amazon","tag-artificial-intelligence","tag-artificialintelligence","tag-bank-of-america","tag-barnaby-martin","tag-citrini-research","tag-dow","tag-hang-seng-index","tag-hong-kong","tag-ioannis-angelakis","tag-meta","tag-mohit-agarwalla","tag-nasdaq","tag-new-zealand","tag-newzealand","tag-nz","tag-openai","tag-sam-altman","tag-substack","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/301568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=301568"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/301568\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/301569"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=301568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=301568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=301568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}