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Shifts in Credit Markets for the AI Buildout

Thoughts on the Market by Morgan Stanley

Aug 21, 202600:05:14Business

AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from M...

About This Episode

Shifts in Credit Markets for the AI Buildout is an episode from Thoughts on the Market by Morgan Stanley. AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupat...

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Published Aug 21, 2026, 00:05:14 long, audio available.

Shifts in Credit Markets for the AI Buildout

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