Morgan Stanley Warns of $570 Billion in AI Debt Issuance
The Claman Countdown · FBN · Aired Jul 20 · 1m 3sAlready a subscriber?
Liz Claman and Joseph Tanious discuss the growing concern over debt in the AI sector. Morgan Stanley estimates that global AI-related debt issuance could reach $570 billion this year, with hyperscalers projected to issue $130-$150 billion in investment-grade bonds. Joseph Tanious highlights the increased concentration risk as hyperscalers tap bond markets for funding.