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2d ago

Goldman Sachs Reduces Exposure to Major AI Borrowers Amid Debt Issuance Increase

Sep 24, 2026
AI Summary

Goldman Sachs' asset management division is currently underweight on leading artificial intelligence borrowers. This decision comes as the market experiences a surge in debt issuance.

  • Lindsay Rosner from Goldman Sachs Group Inc. indicated that the bank's asset management arm is underweight on major AI borrowers.
  • The reduction in exposure is a response to a significant increase in debt issuance in the market.
goldman sachshyperscalersdebt supplyartificial intelligenceasset management