AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers
Four companies, Amazon, Alphabet, Meta Platforms, and Oracle dominate AI bond supply, expected to reach $400B in 2027. Investors push back on prices.
Big tech companies are borrowing huge amounts of money to pay for AI, and there's so much borrowing that it's getting harder for them to find buyers at good prices. When lots of companies need money at the same time, it's worth noticing whether they can still get it easily.
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