AnalysisBusinessNovember 3, 2026

PIMCO CEO warns AI buildout downturn will break things

Read original source →theverge.com

PIMCO's Emmanuel Roman estimates the AI buildout could create $2 trillion in financing needs over five years, against a ~$12 trillion total US bond market. Meta drew $58B in orders for a $15-20B bond offering; Oracle needs another $20B and Alphabet is selling €6B.

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