Goldman Sachs Warns on Big Tech AI Debt Flood

This article first appeared on GuruFocus. Goldman Sachs is turning more cautious on debt issued by the biggest AI hyperscalers as massive infrastructure spending drives a flood of new corporate borrowing. The call is not a rejection of the AI investment thesis, but a warning that relentless bond issuance could pressure valuations across Big Tech credit even if the underlying businesses remain strong. Warning! GuruFocus has detected 5 Warning Signs with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.AMZN GF Value chart We believe there will be a lot of hyperscaler issuance, Lindsay Rosner, head of multi-sector fixed income investing at Goldman Sachs Asset Management, told Bloomberg TV.