AI Debt Boom Pushes US Corporate Bond Sales Close to Record
AI debt boom fuels surge in US corporate bond sales, nearing historic levels as tech giants borrow heavily for infrastructure.
Matilda
AI Debt Boom Pushes US Corporate Bond Sales Close to Record
AI Debt Boom Sends US Corporate Bond Sales Soaring Investors and market watchers are scrambling to make sense of a startling trend: the rapid rise in US corporate bond issuance, driven largely by tech firms racing to fund artificial intelligence infrastructure. In 2025, AI-related borrowing has pushed corporate bond sales to within striking distance of the all-time record set during the pandemic-era stimulus frenzy. With companies like Microsoft, Nvidia, and Amazon issuing multibillion-dollar debt offerings this year alone, the “AI debt boom” is reshaping capital markets—and raising questions about long-term financial stability. Credit: Google What’s Behind the Surge in AI-Fueled Borrowing? The explosion in AI development isn’t just about algorithms—it’s about infrastructure. Training advanced AI models demands massive data centers, custom chips, and vast energy resources. Rather than tap into existing cash reserves, many tech giants are choosing to borrow at today’s still-reasonable inte…