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Goldman Sachs Says AI Debt Supply Is Building Pressure in Credit Markets
1 day ago /
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Author：小编
Goldman Sachs has noted that pressure from AI-related debt supply is building in credit markets. The five major hyperscale cloud providers completed $67 billion in bond issuance within a single week, bringing cumulative issuance for the year to $296 billion—already surpassing the previous upper limit of full-year forecasts, with the related forecast models being shattered by reality roughly every 48 hours. Goldman Sachs made clear that before December, credit spread risk is skewed toward widening, with new-issue premiums on AI trades as high as 18 basis points—approaching junk bond levels.
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