We’ve got a special interview episode for you today... AI has been in the headlines constantly this year. Hyperscalers like Amazon, Microsoft, and Google are expected to spend almost US$800 billion on the technology this year, with a decent chunk of that being borrowed.

So is that a red flag? Or just what a boom looks like? We chat to  Sebastian Mullins, head of multi-asset and fixed income at Schroders. He's spent almost two decades looking at the market and how all the pieces fit together.

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More information

This document is issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders).

This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a

Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group.

The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document.

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sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold.