INSIGHT · GLOBAL
BlackRock sees private credit as primary funding channel for AI infrastructure buildout
Jean Boivin (BlackRock Investment Institute head) told Bloomberg that hyperscalers funding AI infrastructure will increasingly tap private credit markets rather than public debt or equity, given capital intensity.
WHY IT MATTERS
Banks and insurers holding illiquid AI infrastructure debt will compete with traditional private-credit allocators; changes return profile and counterparty risk in institutional portfolios.
Source: PYMNTS · 2026-07-07