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tz-plus logo The AI Boom Runs on Credit — These Sectors and Stocks are Winning!

L. Kulikov
Reading Time: 3 minutes

The expansion of artificial intelligence is consuming capital on a historic scale: Banks and tech companies worldwide raised over $400 billion in debt alone in 2026 to finance data centers, chips, and cloud capacities. The industries that benefit from this capital flow can be identified among four winning sectors. AI Chips: NVIDIA remains the gold standard . The semiconductor giant NVIDIA recently projected a revenue growth of 70% for the fiscal year ending February 2028 — far exceeding the approximately 45% that Wall Street had anticipated....

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