S&P Global Warns Hyperscalers May Have More AI-Linked Debt
S&P Global estimates the world’s largest technology companies may have more AI-linked liabilities than currently known. Its sector analyst sees no need to change ratings at present.
Site Search
Search market news
Find public news by keyword, exact ticker, category and date.
Matching instruments
Open a ticker page for its news coverage. The news search below stays a text search.
News Feed
2 results loaded, newest first. End of these results.
AI’s $1 Trillion Funding Problem Is Moving From Stocks to Bonds
The AI trade is acquiring a new kind of leverage: debt. UBP estimates Microsoft Corp (NASDAQ: MSFT ), Amazon.com Inc (NASDAQ: AMZN ), Alphabet Inc (NASDAQ: GOOGL ) (NASDAQ: GOOG ), Meta Platforms Inc (NASDAQ: META ) and Oracle Corp (NYSE: ORCL ) could spend $1 trillion to $1.3 trillion on capital expenditure in 2027, p