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Hyperscaler Debt Binge Drives Up Yields as Investor Demand Cools

The Debt Driven AI Frenzy: A Cautionary Tale of Technological Hubris The relentless march towards a future dominated by artificial intelligence (AI) has become a defining characteristic of modern capitalism.

However, beneath this technological fervor lies a crippling debt burden that is financing the AI buildout of America's tech titans. Major U. S.

hyperscalers such as Amazon, Alphabet, Meta Platforms, and Oracle have issued $194 billion in bonds between 2026 and July 7 this year, marking a staggering 79% increase over their combined bond issuance for all of 2025.

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