Moody’s published its 2026 outlook, warning that a potential investment bubble is emerging in the increasingly complex AI landscape as massive capital spending on computing power outpaces revenue generation.
- Moody's noted that tokenized issuance and programmable settlement in Digital Finance could revolutionize financial cost structures.
- Realizing the benefits of the projected $300 billion market spend by 2030 requires significant global regulatory alignment to mitigate cyber and custody risks.