BREAKING
AI Bonds Drag Global Credit Indexes
0
B
2025 debt sold
0
x
vs 2020-24 average
0
B
low estimate
0
B
high estimate
0
B
top-five capex
Wider Concessions to Lure Buyers
Hyperscaler
12
Market avg
2.5
Heavy Supply, Strong Credit
The Strain
●
Tech weight above 10% of index
●
Forced ownership complaints
●
Appeal faded since spring 2026
The Strength
●
Leverage just 0.4 to 0.7 times
●
Some deals 4x oversubscribed
●
Fertile ground for trades
AI Supercycle Strains Benchmarks
AI NEWS BLITZ
A flood of hyperscaler debt to fund AI is now weighing on bond markets worldwide.