BNP says AI borrowing will end the credit bull market, and it is lending to AI too
THE SO WHAT
BNP Paribas forecasting ~$400B in hyperscaler bond issuance and $3.7T in net fixed-income supply is a warning that AI capex is now a macro credit variable, not just a tech story. CFOs counting on cheap debt for their own buildout should model spreads and availability under a crowded AI borrowing cycle.
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