🚨 BREAKING: Big Tech AI borrowing hits record $120 billion in 2025
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$ZAMA $ZIL $RIVER ⚡
Big Tech firms issued a record $120 billion in corporate debt in 2025 to fund AI-related investments, marking a +500% surge compared to 2024 levels. This total also exceeds the combined issuance of the previous four years.
Companies like Amazon ($AMZN), Google ($GOOGL), Meta ($META), Microsoft ($MSFT), and Oracle ($ORCL) are expected to increase debt issuance by another +18% in 2026, potentially raising $142 billion. In a more aggressive scenario, total AI-related debt could reach $317 billion, representing a +164% YoY jump.
The scale of these borrowings highlights how corporate America is betting heavily on AI growth. On-chain and market data suggest that investor focus is shifting toward companies with substantial AI investments, signaling long-term strategic positioning rather than short-term speculation.
Debt issuance volatility may continue in the near term. Participants should monitor macroeconomic trends, corporate balance sheets, and AI investment disclosures for insights into risk and opportunity.
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