Bank of America Survey: AI Bubble Becomes the Biggest Concern for Credit Investors

BlockBeats News, February 24 — A survey by Bank of America shows that the emergence of the “AI bubble” has become the most concerning risk for credit investors.

In the survey, 23% of investment-grade respondents listed overestimating AI valuations as the top risk, up from 9% in December last year, surpassing concerns about traditional credit and trade-related issues. Although the risk of AI-driven corporate obsolescence remains relatively low (10%), investors have raised their bond issuance forecasts for large cloud computing companies to $285 billion by 2026. Fund inflows are expected to offset potential bond market weakness, even amid AI-related market risks.

Note: Credit investors refer to individuals or institutions that specifically invest in debt instruments, primarily earning interest through purchasing bonds, loans, or other fixed-income securities.