AI Infrastructure Bond Yields Hit Double Digits as Credit Markets Near Limits
GaryMarcus · x · 2026-10-29
Gary Marcus amplifies a Bloomberg report: yields on bonds and loans funding the AI infrastructure buildout are soaring into double digits, as credit markets approach the limits of how much debt they can absorb.
Key points:
- Bankers are finding it harder to offload risk to insurers and other investors
- Citadel Securities cautions clients that even the biggest tech names could get ensnared by projects backing their AI ambitions
- If tech giants pull back from the debt binge, the ripple effects would hit equities and consumer spending far beyond the bond market
Marcus, a long-time AI bubble skeptic, reads this as one more warning signal about the AI trade.
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