CreditSights strategist says AI funding boom is making credit analysis harder

Winnie Cisar, global head of strategy at credit research firm CreditSights, said the surge in AI-related financing is making credit analysis increasingly difficult. Speaking in an interview on Bloomberg Surveillance, Cisar said investors now have to weigh several moving parts at once: uncertain returns, the risk of overbuilding data centers, and financing structures that are becoming more complex. Her comments point to the added challenges credit investors face as capital continues to flow into AI-linked projects and infrastructure. The remarks were cited by Bloomberg Technology.