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ft.com

Big Tech’s borrowing spree raises fears of AI risks in US bond market

So-called hyperscalers set to dominate US investment-grade corporate credit

martedì 27 gennaio 2026 New tab

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ft.com

Investor angst over Big Tech’s AI spending spills into bond market

Debt issued by groups that are borrowing to build vast data centres has been hit in recent weeks

ft.com·7 mesi fa
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Big Tech groups launch global borrowing spree to fund AI expansion

US tech giants including Alphabet and Amazon are tapping foreign debt market at an unprecedented rate

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Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears

Stocks tumble despite strong earnings reports from most Silicon Valley heavyweights

ft.com·4 mesi fa
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Big Tech groups race to fund unprecedented $660bn AI spending spree

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

ft.com·4 mesi fa
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Credit market hit with $200bn ‘flood’ of AI-related issuance

Jumbo debt sales to fund huge artificial intelligence capex threaten to store up new risks for investors

ft.com·8 mesi fa
ft.com

Big tech’s big gamble

How much AI is the market willing to finance?

ft.com·8 mesi fa