October’s credit sell-off has brought the financing of the AI buildout into sharper focus. Spreads have widened across names including Oracle, Broadcom, CoreWeave and SoftBank, while funding activity has slowed alongside a broader faltering of primary issuance.
So are creditors now being better compensated for the risks they take — or are markets anticipating a more demanding phase of the investment cycle?
9fin’s whitepaper on financing the AI boom examined how the buildout is being funded and where the credit risks sit. Now, 9fin’s Dan Alderson, Alberto Gallo (Andromeda) and Noah Atlas (Wellington) will discuss what comes next, and the key questions shaping credit decisions for 2027:
- What role will banks and alternative lenders play in funding the buildout?
- Can borrowers bridge the gap between upfront capital spending and future customer cash flows?
- Is the market separating into a smaller group of winners and a longer tail of vulnerable businesses?
- How should investors assess interconnected financial commitments and competing claims across the capital stack?
- What do higher US Treasury yields mean for AI borrowers?
- How do AI investment, growth, inflation, and rates feed back into each other?
Investors, bankers, and advisors will walk away with a clearer view of exposure, opportunities and risk in what is undoubtedly the biggest funding story of 2026.
- Date: Tuesday 10 November 2026
- Time: 11am ET / 4pm GMT
Speakers:
- Dan Alderson, 9fin editor (moderator)
- Alberto Gallo, CIO, Andromeda
- Noah Atlas, credit portfolio manager, Wellington
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