AI and Private Credit: Assessing risk and finding opportunity

BlackRock examines how AI disruption is reshaping private credit, with company fundamentals becoming increasingly important for identifying risks and opportunities. AI and Private Credit | BlackRo…

• Larger businesses with strong cash flows and adaptability may be better positioned to absorb AI investment costs.
• Software and service companies face uneven disruption, reinforcing the need for disciplined, bottom-up credit analysis.
• AI infrastructure is broadening private credit opportunities beyond traditional sponsor-backed lending toward large corporate and investment-grade borrowers.

Explore the full report to assess how AI is changing private credit risk and financing opportunities.