Big Tech's AI Debt Wave Threatens Global Credit Markets Amid Massive Infrastructure Push
The "AI trade" is dramatically transforming corporate debt markets as major technology companies embark on an unprecedented borrowing spree, issuing record volumes of bonds to finance their ambitious artificial intelligence infrastructure projects. This massive influx of AI-related debt, estimated to require hundreds of billions in capital expenditure, is raising concerns among investors about overwhelming market demand and the sustainability of such rapid debt accumulation.
