US Corporate AI Debt Surge Tests Investor Limits as Hyperscalers Issue 20B in 2026 Bonds
The unprecedented capital requirements of frontier artificial intelligence infrastructure have triggered a record borrowing spree among US technology hyperscalers, testing the absorptive capacity of institutional credit markets. Total corporate debt issuance tied to AI hyperscalers has surpassed $220 billion in 2026 according to data from BNP Paribas, representing an eighteen-fold increase compared to the $12.5 billion issued during the same period in 2025. As mega-cap technology firms repeated
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