About this episode

The episode discusses the impact of significant borrowing by technology companies to fund their AI investments.

The world's biggest technology companies are expected to spend $4 trillion on artificial intelligence by 2030. To pay for it, they're borrowing hundreds of billion of dollars a year. What does that mean for these companies, and for markets? Bloomberg's Markets Live Strategist Skylar Montgomery Koning joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

Topics covered

• artificial intelligence
• borrowing
• technology companies
• markets

Keywords

• $4 trillion
• borrowing boom
• Bloomberg
• Markets Live Strategist

More episodes of Here's Why

• Here’s Why Some AI Might Be Too Dangerous To Release · April 17, 2026 · 9 min
• Here's Why Retail Investors Are Fleeing Private Credit · April 10, 2026 · 9 min
• Here's Why Buying Silver Is a Tricky Trade · April 2, 2026 · 9 min
• Here's Why the Iran War Resets the Energy Transition · March 27, 2026 · 9 min
• Here's Why the Iran War Is Prompting a Safe Haven Rethink · March 20, 2026 · 12 min
• Here's Why the Iran War Could Hinge on Missile Math · March 13, 2026 · 9 min

Explore listener stats, chart rankings, contacts and more on the Here's Why podcast page.