
K
Kodetra TechnologiesSep 30, 2026
The AI boom is no longer funded by cash. It's funded by debt.
Goldman Sachs: $500B of AI-linked debt issued in 2026, projected $750B by year-end and $1.2T in 2027. Hyperscalers alone did ~$194B, nearly double 2025's $108B.
And investors are pushing back: hyperscaler spreads sit near 115bp vs 78bp for broader investment grade.
More at www.contentbuffer.com
Is this a healthy build-out or the early signs of a bubble?
#AI #Investing #Goldman #BigTech #Bonds #TechNews
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