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EN590 Commodities GroupMarket Analysis 2026-07-23T07:58:23+00:00
The year of tech companies tapping the debt markets to fuel their AI ambitions is far from over, and debt issuance is already busting through Wall Street projections, with five months left to go in 2026. Quick insight:The numbers surrounding 2026 debt issuance border on mind-blowing. In a new research note from Goldman Sachs strategist Amanda Lynam on Wednesday, she estimated that $489 billion of AI-related debt has been issued this year. That's already above Goldman's estimate of $322 billion for how much of this debt came to market last year. About 40% of this year's AI-related debt supply has been issued directly by hyperscalers. Data center financing and other parts of the tech ecosystem have also contributed. This year, Amazon (AMZN) has raised about $53 billion in debt, including a $
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