Institutional views
BlackRock’s week-of-Sept. 21, 2026 commentary: AI buildout and government borrowing compete for capital
In its Weekly market commentary for the week of Sept. 21, 2026, BlackRock Investment Institute said AI construction is competing with government borrowing for capital and will keep borrowing costs elevated; it remains overweight U.S. equities and AI while selective in credit.
AiSiWhale・Published
In its Weekly market commentary for the week of Sept. 21, 2026, BlackRock Investment Institute said an accelerating AI buildout is competing with elevated government borrowing needs for capital, pressures it said would keep borrowing costs elevated.
BlackRock estimates that annual U.S. financing demand could exceed $7.5 trillion by 2030, driven mainly by the capital needs of the AI buildout.