AI Boom Funded by $1T Debt, Until 2028

Apollo Globals president, Jim Zelter, predicts a robust debt market for AI funding until 2028, with investment-grade debt issuance surpassing one trillion dollars this year. He emphasizes the need for a multi-source approach, including equity markets, cash flow, and public/private debt. Despite equity investors concerns about hyperscalers cash burn on AI infrastructure, the debt market remains calm, providing funds at solid rates. The big five tech companies capex forecast for 2026 is projected to reach seven hundred fifty-one billion dollars, with recent debt raises from Oracle, Meta, and Alphabet. This shift towards long-term debt is transforming tech finance, maintaining the AI momentum while addressing investor apprehensions. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/1391d9f0a93b851b