🎙️ EP 318: Big Tech's $489B AI Debt Wave & Sakana AI's Multi-Agent Security Squad
Published: July 23, 2026
Duration: 17:02
The cost of winning the AI infrastructure race has reached eye-watering financial heights. According to new data from Goldman Sachs, Big Tech debt issuance tied to AI buildouts has ballooned to roughly $489 billion in 2026 alone, dwarfing 2025's total as hyperscalers like Amazon, Alphabet, and Oracle borrow aggressively to secure data center dominance.
We’ll talk about:
Hyperscalers leveraging corporate bond markets to fund massive compute clusters, led by Amazon's $53B raise and Oracle's long-term debt scaling to $149B.A multi-agent security orchestration system scoring 86.9% on CyberGym by splitting threat research, code auditing, and exploit ve...