BLK · News · 20261017N

AI Infrastructure Debt Demand

BlackRock, Inc. · 2026-10-17 · Importance 17 · Surprise 24

BlackRock’s bond investment team is identifying opportunities in debt issued by artificial-intelligence hyperscalers. The commentary indicates continued investor demand for financing tied to AI infrastructure buildout. Emerging-market bonds were also cited as an area offering attractive income opportunities, broadening the firm’s fixed-income positioning beyond U.S. technology credit.