Hyperscaler Capex, AI Infrastructure & Technology Credit

Join us for a timely market discussion featuring our Global Strategy Team, Winnie Cisar, Zach Griffiths and Logan Miller, alongside Jordan Chalfin and Davis Hebert from the Technology research team. This session will examine hyperscaler capex, bond issuance, and technology credit performance, while exploring key trends shaping AI infrastructure investment and the outlook for 2027.

The technology sector remains at the center of the AI investment cycle, with rising capex, growing financing needs, and evolving investor expectations driving market performance. The discussion will examine how these trends are influencing credit fundamentals, issuer positioning, and opportunities across the sector.

Strategy & Market Overview

• Key developments across US and Euro corporate credit markets, including performance trends, evolving market conditions, and investor sentiment

AI Infrastructure & Technology Developments

• Hyperscaler Capex & Financing: AI-related investment trends, funding needs, and credit market implications
• Oracle Update: Recent developments, business momentum, and implications for bond performance
• AI Infrastructure Outlook: Expectations for the 2027 buildout and potential impacts on technology credits

Following their remarks will be live Q&A, if you have any questions in advance please send to events@creditsights.com