PIMCO CIO Mohit Mittal and PM Sonali Pier Discuss Resilience in AI-Related Credit
PIMCO has released a new podcast episode titled 'Seeking Resilience in AI-Related Credit', featuring Mohit Mittal, CIO of Core Strategies, and Sonali Pier, Portfolio Manager. The episode explores how to assess investment opportunities across data centers, chip financing, and energy infrastructure amidst the significant funding needs generated by the AI infrastructure boom, while focusing on maintaining resilient cash flows.
Pacific Investment Management Company (PIMCO) published a video podcast episode titled 'Seeking Resilience in AI-Related Credit' on October 27, 2026. The episode features Mohit Mittal, Chief Investment Officer of Core Strategies at PIMCO, and Sonali Pier, Portfolio Manager.
According to the official episode description, the AI infrastructure boom is generating significant funding needs. Mittal and Pier discuss how they assess opportunities across data centers, chip financing, and energy infrastructure while staying focused on resilient cash flows.
For investors interested in AI industry capital expenditure and its impact on fixed income markets, this resource offers a professional perspective from a leading global asset manager. Although a full transcript is not currently available, the topic clearly addresses credit structural opportunities and risk management under the AI wave, making it suitable for readers seeking to understand how institutional investors view AI-related debt markets.