Barclays Strategist Sees AI Trade Facing a Financing Test

Barclays’ Alexander Altmann says investor confidence in AI remains strong, but financing conditions are becoming more selective and the buildout is not immune to interest rates. In a Bloomberg Odd Lots episode published Oct. 29, he weighs those risks against continued demand for AI infrastructure and the potential of newer models. The discussion focuses on market exposure to AI, rather than announcing a new product or policy. Bloomberg’s episode listing describes Altmann’s assessment of the bull and bear cases for AI.