AI Bond Boom Tops $250 Billion as Investors Test Their Limits
- The Wall Street Journal reported that AI-linked bond issuance has surged past a quarter-trillion dollars in 2026, stretching investor appetite and raising questions about credit quality, liquidity, and the durability of the AI capex cycle.
- The story lands as Amazon moves ahead with its own $25 billion bond sale to fund AI infrastructure (see BotNews ID 177), highlighting how hyperscalers are increasingly turning to debt rather than equity to fund the buildout.
- Separate Bloomberg coverage warned emerging-market funds are fretting over the $4.4 trillion market-cap grip of the 'AI trio' (Nvidia, Microsoft, Apple et al.), magnifying concentration risk alongside the credit wave.