Tech公司为AI筹集了90B美元的债券,引起了对债券市场债务风险的担忧。 Tech firms raised $90B in bonds for AI, raising concerns over debt risks in the bond market.

主要技术公司,包括字母、Meta、Oracle和亚马逊公司,在两个月内发行了近900亿美元的债券,为AI和数据中心增长提供资金,引起投资者的担忧。 Major tech firms including Alphabet, Meta, Oracle, and Amazon have issued nearly $90 billion in bonds in two months to fund AI and data center growth, sparking investor concern. 据预测,与AI有关的债券销售在未来五年内可能达到1.5万亿美元,到2030年可能占美国投资级市场的20%以上。 Forecasted AI-related bond sales could reach $1.5 trillion in the next five years, potentially making up over 20% of the U.S. investment-grade market by 2030. 管理着900亿美元资产的双线公司警告说,来自回报不确定的部门的债务上升可能会改变9.2万亿美元高等级债券市场的风险状况。 DoubleLine, managing $90 billion in assets, warns that rising debt from a sector with uncertain returns could shift the risk profile of the $9.2 trillion high-grade bond market. 尽管总体市场保持稳定,但信贷利差已扩大到86个基点——这是自6月以来最广泛的基点——反映出日益谨慎的态度。 Though overall market stability remains, credit spreads have widened to 86 basis points—the widest since June—reflecting growing caution.