The AI Debt Boom Is Getting Bigger: Is the Cost of Building the AI Future Becoming a Credit Risk?
@D1ane：
The AI investment boom is entering a new phase, and the latest developments in the US bond market suggest that the cost of building the next generation of AI infrastructure is becoming increasingly difficult to ignore. On Monday, Oracle led 17 companies issuing bonds in the US high-grade corporate bond market. This was the highest number of issuers entering the market in a single day since September 8. Dealers also expect total bond issuance this week to reach approximately $45 billion. While companies often accelerate financing ahead of major economic events to avoid market uncertainty, the timing and scale of this borrowing raise a bigger question. How much debt will technology companies need to fund the AI revolution, and will the returns eventually justify the investment? For the past
