AI buildout debt hits $570B, now rivaling the entire US muni bond market's annual supply
ivan_bezdomny · x · 2026-09-07
Quoting Sam Lessin: on an annual-issuance basis, global AI debt ($570B) is now roughly the size of the entire US municipal bond market's yearly new supply ($600B) — a market that took two centuries to build versus an AI capex cycle barely 3 years old. AI issuers also pay a real premium of 300-500+ bps, while municipalities borrow cheaply via tax exemption. The poster asks which market readers are more bullish on.
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