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

GateUser-6433627c · 2026-02-24T14:36:53+00:00

A U.S. bank survey shows that investor concerns about the AI bubble are increasing, with 23% of respondents viewing it as the top risk. Despite the relatively low AI-related risks, investors have raised their forecasts for bond issuance by large cloud computing companies. Fund inflows are expected to offset potential weakness in the bond market.

GateUser-6433627c

2026-02-24 14:36:53

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On February 24, Bank of America conducted a survey showing that the emergence of the “AI bubble” has become the top concern for credit investors. Among respondents, 23% of investment-grade investors listed overvaluation of AI as the primary risk, up from 9% in December of last year, surpassing traditional credit and trade-related concerns. 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, despite market risks related to AI. Note: Credit investors refer to individuals or institutions that specialize in investing in debt instruments, primarily earning interest through purchasing bonds, loans, or other fixed-income securities.

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