BREAKING
Amazon Taps Bond Market for AI
0
B
USD bond size
0
x
tranches
0
yr
longest maturity
0
B
2026 CapEx
Funding Across Currencies
USD Mar
37
Loan Jun
17.5
USD Nov
15
CAD Jun
10
Strong Demand, Equity Doubts
Bond Market
Receptive
●
Robust investment-grade demand
●
Upsized deals at tight spreads
●
50-year note about 1.55% over Treasuries
Equity Side
Cautious
●
CapEx nearing $200B
●
Monetization timeline concerns
●
Share price pressure at times
Big Tech's AI Debt Wave
AI NEWS BLITZ
Amazon is returning to the US bond market to fund its massive AI infrastructure buildout.