DWS

US hyperscalers have issued roughly $220 billion in AI-linked debt as of mid-August 2026, up from $12.5 billion a year earlier, a 17x increase, and bond investors are demanding wider spreads, with Ama…

Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will r…