BAC · News · 20260922N

AI Infrastructure Financing

BANK OF AMERICA CORP /DE/ · 2026-09-22 · Importance 34 · Surprise 42

Bank of America’s credit-trading desk is being affected by the bank’s cautious participation in the rapidly expanding AI-related debt market. Companies have issued more than $400 billion of AI infrastructure debt in 2026, generating substantial trading volume. BofA has largely avoided these deals, limiting its participation in a major source of credit-market activity and pressuring the desk’s competitive positioning.