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The AI Race Is Moving From Data Centers to Debt Markets

Published on: June 10, 2026, 6:42 p.m. | Source: Devdiscourse

Morgan Stanley has forecast that AI-related global debt issuance will more than double to nearly $570 billion by 2026, reflecting a surge in capital needs as companies expand artificial intelligence development and integration. The projection points to a growing role for bond markets in financing the AI buildout, especially as hyperscalers and other firms seek alternatives to traditional funding sources.

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