Here's Why AI Is Fueling a Borrowing Boom

Here's Why AI Is Fueling a Borrowing Boom

From Here's Why by Bloomberg

February 20, 2026 · 11 min

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.

People in this episode

Host: Stephen Carroll

Guest: Skylar Montgomery Koning

Topics covered

  • artificial intelligence
  • borrowing
  • technology companies
  • markets

Keywords

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

More episodes of Here's Why

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