Artificial Finance

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off-balance-sheet-financing

2 articles filed under this tag.

Markets

AI Capex Debt Is Reshaping Credit Markets

The AI build-out has quietly become a debt story. Hyperscaler bond issuance is up roughly 970% this year, an estimated $1.65tn sits off balance sheet, and investment-grade credit is starting to feel the strain.

11 min read

Markets

AI's Debt Machine Meets a Wary Bond Market

Meta's $12.55bn data-centre bond priced near 7.5% this week as investors began to balk at the record wall of AI debt. Why the financing of the AI build-out — not the technology — is now the market's central question.

10 min read