AI Debt Issuance Expected to Top $500 Billion as Hyperscalers Borrow at Historic Pace

Morgan Stanley projects that AI-related corporate debt will exceed $500 billion in 2026, with hyperscalers collectively spending $700 billion on infrastructure.

The capital intensity of the AI buildout continues to escalate. Morgan Stanley projects that AI-related debt issuance will exceed $500 billion in 2026, with hyperscalers expected to spend $700 billion on infrastructure, as @marcopapa99 reported. @v_shakthi noted that Amazon in particular is borrowing billions specifically for AI infrastructure.

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