Veytics Intelligence
2026-09-30 · Yahoo

Big Tech's equally big debt pile is raising concerns about the AI boom

The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Barclays strategist Venu Krishna. Yahoo Finance Executive Editor Brian Sozzi reacts to Krishna's findings and what it means for the AI ecosystem, especially as major companies prepare to go public. Video Transcript 00:00 Speaker A And I'm gonna give a shout out to uh Venu Krishna over at Barkley's. This is how my morning started. Read his report coming in uh on the train on the amount of tech debt and equity capital raises that are starting to stem out of the tech industry. and it's really starting to pick up.

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