Despite concerns about rising energy prices due to geopolitical instability and conflicts in the Middle East, markets continue to actively fund the development of artificial intelligence. In recent weeks alone, Wall Street has raised tens of billions of dollars to support the industry. This was reported by Bloomberg, which writes UNN.
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Analysts note that investors maintain strong demand for AI-related debt, especially among large technology companies.
We are in one of those self-fulfilling bull markets for artificial intelligence. Once corporate bonds are issued, they are financed, and with the financing, more bonds are issued.
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According to Morgan Stanley, by 2026, the amount of high-quality debt to fund artificial intelligence projects could reach $400 billion. Hyperscalers alone could raise more than $100 billion by the end of the year, on top of the more than $80 billion that Oracle, Alphabet, and Amazon have already raised in the first quarter.
Investors remain interested
Any high-quality investment-grade issuer is fine, especially in this environment, as there is huge demand for it.
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Meanwhile, CoreWeave raised $1.75 billion through the sale of high-risk debt after signing a new deal with Meta. Investors are also showing interest in large infrastructure projects, with Pacific Investment Management Company planning to sell part of its $14 billion debt for Oracle’s data centers in Michigan.
risks remain
Analysts stress that while quality borrowers continue to have access to the market, the overall situation remains sensitive to global risks.
Although investment grade markets are considered ideal, recent geopolitical noise reminds us that things can come out of nowhere and disrupt financial plans.
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