The Big Tech companies driving the AI boom are expected to spend more than $700 billion on data center infrastructure this year. To finance this spending spree, they're increasingly looking to debt.
Hyperscalers like Alphabet, Oracle, and Meta have been issuing corporate bonds at a scale the industry has never seen — nearly a quarter of a trillion dollars this year so far. The bond market could be considered a less risky way than stocks for investors to get a piece of the AI hype.
To explain what the flood of AI debt means for the bond market, we’re joined by Julie Ask, an independent industry analyst at Ask Advisory.
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