Tech companies have issued nearly $500 billion in AI-related debt in the first half of 2026, a record level. The hyperscalers, including Amazon, Alphabet, Meta, Microsoft and Oracle, have collectively raised over $200 billion in new bonds, with Amazon raising approximately $54 billion, Alphabet $31.5 billion and Meta $30 billion. Goldman Sachs forecasts that total AI debt could exceed $1 trillion annually in coming years. Broadcom’s 5-year CDS spreads have hit a record 136 basis points, while Oracle’s and SpaceX’s implied default rates stand above 20% and around 16% respectively, signaling growing credit risk in the sector.
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