UBS has an interesting note out on just how massive the AI infrastructure buildout has become. Hyperscaler bond issuance is projected to exceed $250B in 2026, which is more than 2x 2025 levels and over 10x 2024.
The biggest spenders: $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Oracle(ORCL)$
This isn't debt for survival. It's capital going into one of the largest infrastructure expansions in tech history. The money is flowing into AI data centers, compute, networking, power, and cloud infrastructure.
That spending creates opportunities across the entire AI supply chain, benefiting semiconductors, memory, optics, electrical equipment, cooling, and data center providers. The AI race is accelerating, and hyperscalers are investing at a pace the market has never seen before.
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