AI capex debt charts echo 1980s credit boom — when does the party end?
SumitGup · x · 2026-10-24
A repost of Brian Sozzi's "AI debt party" note with two charts:
- Chart 22 (How the AI boom is financed): cumulative AI capex funding climbs from $400B in 2024 toward $4.1T by 2027, with debt sources — bank loans, private credit, bond issuance — taking a growing share
- Chart 23 (Debt growth like the 1980s): the change in private debt ratio tracks the 1980s credit boom, with AI-boom debt expansion steeper than the pre-AI private credit boom
Sozzi's core question: when — and how — does the AI debt party end?
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