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Financiers warn AI boom may strain markets and infrastructure

Executives of global asset management firms warned at a Hong Kong summit that the AI boom is driving unprecedented demand for capital and infrastructure, raising questions about whether debt markets, power grids and corporate productivity can keep pace. Pimco CEO Emmanuel Roman said AI infrastructure investment could reach US$10 trillion over the next five years, approaching the US$12 trillion size of the U.S. bond market.

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