The Bridge Ep. 24: Who Pays for AI?

Amanda Lynam, chief credit strategist at Goldman Sachs, joins Sonali Basak to discuss how a multi-year, trillion-dollar AI buildout is reshaping public and private credit markets. Together, they explore where AI financing is coming from, why hyperscalers are only part of the story, and how investors are evaluating opportunities across data centers, chip financing, and related infrastructure. The post The Bridge Ep.