3 analysts on why AI debt isn’t a bubble

Drone photo of Google Data Center in Council Bluffs Iowa – February 18, 2017. Photo credit: Chad Davis via Flickr. CC BY 2.0. Article by Niamh Rowe. Quartz – November 22, 2025.

Tech companies are flooding bond markets to raise billions of dollars to build the infrastructure needed to power artificial intelligence. U.S. companies have issued more than $200 billion worth of investment grade (IG) corporate bonds this year to fund AI-related infrastructure projects — about 13% of total IG issuance, as of end-October. AI debt is “reshaping credit markets,” Janus Henderson analysts wrote last week. […]

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