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.
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