Morgan Stanley forecasts AI-related global debt issuance to more than double âto nearly $570 billion in 2026, pointing to ârising bond supply and credit market activity as hyperscalers turn âto alternative funding sources to meet massive AI-driven capex needs. Here are some details: ⢠Tech companies that have long relied on strong cash flows are âincreasingly turning to â debt financing as investment needs surge ⢠Morgan Stanley estimates AI-related global debt issuance â stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last âyear ⢠Hyperscalers âAlphabet, Amazon, Microsoft and âMeta are expected to âspend $700 billion in outlays this year ⢠Morgan Stanley ex…Read More
