Tag

#credit

Articles tagged credit.

JPMorgan Now Sees $5.5 Trillion of AI Spending and $540B of Tech Bonds This Year
Markets & Money

JPMorgan Now Sees $5.5 Trillion of AI Spending and $540B of Tech Bonds This Year

JPMorgan raised its 2026 tech bond issuance forecast to $540 billion from $450 billion and now projects $5.5 trillion of AI and data-center spending through 2030. The forecast for non-hyperscaler issuance nearly doubled.

Sam Whitaker
Morgan Stanley Sees Global AI Debt Doubling to $570B in 2026
Big Tech

Morgan Stanley Sees Global AI Debt Doubling to $570B in 2026

Morgan Stanley projects global AI-linked debt will nearly double to $570 billion in 2026 as hyperscalers, Anthropic, and OpenAI shift the AI infrastructure build into the bond market. The financing story is now part of the AI story.

Sam Whitaker