Tech giants are borrowing hundreds of billions to fund AI infrastructure, causing bond investors to grow cautious as leverage and lease commitments climb.
Anthropic, OpenAI, SpaceXAI, and Google are facing a federal lawsuit in Texas over alleged monopolistic practices and their push to accelerate AI development.
Apollo Global Management warns that high leverage and uncertain AI returns are increasing credit risks for major hyperscalers like Amazon, Google, and Microsoft.
Tech giants have issued $320 billion in debt in 2026, competing with US Treasuries and potentially impacting market yields.
