AI debt is flooding the bond market
Published: July 21, 2026
Duration: 8:50
The Big Tech companies driving the AI boom are expected to spend more than $700 billion on data center infrastructure this year. To finance this spending spree, they're increasingly looking to debt.
Hyperscalers like Alphabet, Oracle, and Meta have been issuing corporate bonds at a scale the industry has never seen — nearly a quarter of a trillion dollars this year so far. The bond market could be considered a less risky way than stocks for investors to get a piece of the AI hype.
To explain what the flood of AI debt means for th...