FT: Goldman Sachs Tallies $500B in AI-Linked Debt Issued in 2026, Track to Hit $750B by Year-End
Summary
Goldman Sachs strategists say AI-linked debt issuance has already reached about $500B in 2026, with hyperscalers accounting for roughly $194B — nearly double the $108B in investment-grade issuance the group produced in all of 2025. Goldman projects AI-linked debt to top $750B by year-end and approach $1.2T in 2027, with issuance now spreading from USD into euro and Canadian dollar markets. The bank is underweight hyperscaler credit citing the coming debt-supply surge.
Originally reported by ft.com
Read the original article →Original headline: FT: Goldman Sachs Tallies $500B in AI-Linked Debt Issued in 2026, Track to Hit $750B by Year-End