AI bond issuance hits $419B in 2026, up 90% from all of 2025
SumitGup · x · 2026-10-21
Dollar-denominated AI-related bond issuance has surged to $419 billion so far in 2026 — 90% higher than all of 2025 — per Goldman Sachs/Dealologic data. The chart breaks issuance into investment-grade data center/computing debt, high-yield data center debt, and hyperscaler bonds, with a sharp ramp starting in 2025. Commentator Charlie Bilello warns: 'Every equity bubble inevitably becomes a credit bubble before it bursts.'
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