Despite geopolitical instability and fears of rising energy prices due to the conflict in the Middle East, markets continue to actively finance the development of artificial intelligence. In recent weeks alone, Wall Street has raised tens of billions of dollars to support the industry. This was reported by Bloomberg, writes UNN.
Details
Analysts note that investors maintain high demand for AI-related debt, especially among large technology companies.
We are in one of those self-fulfilling bull markets for artificial intelligence. When there is a bond issue, we will finance them, and by financing them, they will issue even more.
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According to Morgan Stanley, in 2026, the volume of high-quality debt to finance artificial intelligence projects could reach $400 billion. Hyperscalers alone could raise more than $100 billion by the end of the year, in addition to the more than $80 billion already raised by Oracle, Alphabet, and Amazon in the first quarter.
Investors remain interested
If you are a high-quality investment-grade issuer, you will have no problems, because there is simply huge demand for it, especially in this environment.
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Meanwhile, CoreWeave raised $1.75 billion through the sale of high-risk bonds after signing a new deal with Meta. Investors are also showing interest in large infrastructure projects: Pacific Investment Management Co. plans to sell part of a $14 billion debt for Oracle's data center in Michigan.
Risks remain
Analysts emphasize that while high-quality borrowers continue to have access to the market, the overall situation remains sensitive to global risks.
The investment-grade market is considered ideal, and recent geopolitical noise reminds us that things can come out of nowhere and disrupt financing plans.