Goldman just revised this credit-market forecast thanks to the AI sector
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5 Articles
Technology giants - Microsoft, Alphabet, Amazon, Meta and Oracle - increased the issuance of investment degree securities between 2025 and 2026 to finance the expansion of data centers, chip production and other artificial intelligence infrastructures. The collections, which exceeded US$ 190 billion in 2026, arouse concern between investors and rating agencies about the cash generation capacity of companies. According to Goldman Sachs' survey, t…
Goldman Sachs raises estimates of the issue of bonds with AI and brings the 2026 forecast on the debt investment grade in dollars to 2.3 trillion dollars, against the 2.1 trillion indicated above. The reason is simple: the big technology companies continue to be indebted to finance the expansion of artificial intelligence, and the corporate bond market is [...]
Goldman Sachs lifts 2026 bond forecast to $2.3T on AI demand
Goldman Sachs expects U.S. dollar investment-grade credit issuance to reach $2.3 trillion this year, up from its earlier estimate of $2.1 trillion, as companies continue raising debt to fund AI investments. The bank also dialed up its net supply projection from $850 billion to $1.0 trillion. It further asserted that they anticipate a steady, high...
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