BREAKING
Morgan Stanley Leads AI Debt
0
B
AI debt arranged
Why hyperscalers borrow
1
Data-center boom
↓
2
Cash falls short
↓
3
Issue long-dated debt
AI debt issuance surging
Late-May 2026
236
2026 forecast
570
Boom meets caution
Upside
●
Underwriting revenue jumps
●
Lead over JPMorgan
Risks
●
Concentration risk offloaded
●
Pushback on long bonds
Can demand keep pace?
AI NEWS BLITZ
Morgan Stanley has become Wall Street's top underwriter of AI-related debt.