Hyperscaler debt issuance in 2026 is almost 70% of Treasury Bond Issuance as per JPM. Data center spending to more than double to $2.1 trillion by 2028, BofA says

If debt fuelled AI capex continues, expect yields/mortgage rates to be higher next year. More importantly, expect US government interest expense to be higher.

Hyperscaler debt issuance in 2026 is almost 70% of Treasury Bond Issuance as per JPM.
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Meta launches $35 billion stock offering to fund AI expansion

Oct 26 (Reuters) – Meta Platforms (META.O), opens new tab said on Monday it plans to raise up to $95 billion in its largest-ever equity fundraising, as ‌the social media giant spends aggressively on its AI infrastructure expansion.
The Facebook parent has launched public offerings worth about $35 billion in common and preferred stock, and said it also plans to launch a separate at-the-market share sale program worth up to $60 billion.

The company will launch the larger share sale program after its new non-voting Class C ​shares begin trading, which is expected in the first quarter of 2027, but said it has not yet finalized its timing and ​terms of the sale.

Data center spending to more than double to $2.1 trillion by 2028, BofA says

Oct 23 (Reuters) – Global data center spending is expected to hit $1 trillion ​in 2026 and more than double to $2.1 ‌trillion by 2028, BofA Global Research estimated in a note on Friday, driven by growing demand for and ​development of AI services.
Data center spending has ​been a fast-growing source of revenue for industrial ⁠firms that make generators, construction equipment, switchgears and chillers.

Anthropic S-1 form submitted to SEC

OpenAI trims valuation target to $1.25tn after pitching higher price