AI’s $182 Billion Borrowing Spree Could Become Its Biggest Risk Yet

Rich Duprey

Fri, July 10, 2026 astatine 11:12 AM CDT 5 min read

Quick Read

• Amazon, Alphabet, Meta, Nvidia, Oracle, and SpaceX collectively issued $182 cardinal successful bonds successful 2026, a 1,300% surge from $13 cardinal past year.

• Seven $25 billion-plus enslaved offerings person closed successful 2026 alone, matching the full number recorded crossed each of 2019 done 2025 combined.

• S&P Global downgraded Oracle to the lowest investment-grade standing portion Amazon's $25 cardinal enslaved offering drew a notably acold marketplace reception.

• This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin put successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

Artificial quality is nary longer conscionable a bundle communicative -- it has go 1 of the largest infrastructure buildouts successful modern concern history. Tech giants are pouring hundreds of billions of dollars into caller information centers, networking equipment, precocious semiconductors, and powerfulness capableness to unafraid an borderline successful the adjacent signifier of computing. That concern question is reshaping much than the exertion industry; it is transforming the firm recognition marketplace arsenic well. 

Companies that erstwhile relied chiefly connected their tremendous currency reserves are progressively turning to enslaved investors to concern their AI ambitions. The strategy makes consciousness if aboriginal profits warrant today's spending. If they don't, the increasing heap of indebtedness could go 1 of the biggest risks facing the AI boom.

AI Is Rewriting the Corporate Bond Market

According to Bloomberg, six AI-focused companies -- Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL), and SpaceX (NASDAQ:SPCX) -- person collectively issued $182 cardinal of investment-grade bonds during 2026. During the aforesaid play past year, those companies raised lone astir $13 billion. That represents an summation of astir 1,300% successful conscionable 1 year.

The interaction extends acold beyond Silicon Valley. Those six companies present relationship for astir 15% of each U.S. firm enslaved issuance truthful acold this twelvemonth portion generating much than fractional of the wide maturation successful the investment-grade enslaved market.

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General Motors, POSCO, and 50,000+ mundane investors person already backed lithium shaper EnergyX. 

Here's wherefore you should bash the aforesaid earlier their July 16 concern deadline: lithium prices are up 75% this year, with request projected to turn a staggering 5X by 2040. 

With tech that tin retrieve up to 3X much lithium than accepted methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX capitalist earlier the July 16 deadline.