# 3 analysts on why AI debt isn’t a bubble

- Link: https://www.widthness.com/3-analysts-on-why-ai-debt-isnt-a-bubble/
- Published: 2025-11-23T09:45:00-06:00
- Author: Curated by John Wysocki

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. […] Click here to view original web page at www.qz.com